Hey Mike,
I noticed in the new update that there is now a subject macro in the MS Outlook tab in A1. Can you please explain how to use this? We want our subject to say: Re: >>, Claim No.: >>
Thanks!
Subject Macro - Outlook Email
Re: Subject Macro - Outlook Email
The latest version fixes a bug where it was not always placing the applicant (or party #1) name in the RE: and now it does. You can pre-defined your subject macro from tools, system, configure system defaults, general, Email, Subject Macro. Here is an example of the code to pull all claim numbers:
"RE: " + trim(card.first) + " " + trim(card.last) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Your subject might get awfully long if you include the applicant vs. carrier and claim numbers but it might look something like this:
"RE: " + trim(card.first) + " " + trim(card.last) + " vs. " + trim(injury.i_name) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Mike
"RE: " + trim(card.first) + " " + trim(card.last) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Your subject might get awfully long if you include the applicant vs. carrier and claim numbers but it might look something like this:
"RE: " + trim(card.first) + " " + trim(card.last) + " vs. " + trim(injury.i_name) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Mike
Re: Subject Macro - Outlook Email
Hey Mike,
What would the code look like if we wanted it to be like this:
Applicant v. Employer; Claim #
Thanks!
What would the code look like if we wanted it to be like this:
Applicant v. Employer; Claim #
Thanks!
Re: Subject Macro - Outlook Email
Similar to the above code:
"RE: " + trim(card.first) + " " + trim(card.last) + " vs. " + trim(injury.i_name) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Try the following:
trim(card.first) + " " + trim(card.last) + " v. " + trim(injury.e_name) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
"RE: " + trim(card.first) + " " + trim(card.last) + " vs. " + trim(injury.i_name) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Try the following:
trim(card.first) + " " + trim(card.last) + " v. " + trim(injury.e_name) + ", Claim Nos: " + getinjurycode("injury,claimnoall", 1)
Re: Subject Macro - Outlook Email
Hey Mike,
How can we make our subject macro say:
Applicant v. Defendant (Claim #)
Thanks,
Jenn
How can we make our subject macro say:
Applicant v. Defendant (Claim #)
Thanks,
Jenn
Re: Subject Macro - Outlook Email
Try the following (I'm assuming you mean the employer is the defendant):
trim(card.first) + " " + trim(card.last) + " v. " + trim(injury.e_name) + "(" + getinjurycode("injury,claimnoall", 1) + ")"
Mike
trim(card.first) + " " + trim(card.last) + " v. " + trim(injury.e_name) + "(" + getinjurycode("injury,claimnoall", 1) + ")"
Mike