RHReception (GPM_AU.P360) 26 May 2020, 14:44:33 GMT+12 Hi there- I spoke to Rachael today about having Gensolve automatically generate le
Hi there-
I spoke to Rachael today about having Gensolve automatically generate letters upon booking/confirming an appointment. My colleague and I discovered that the letter must be put under 'client' in order for it to do so, however we previously had it under condition. Having it under 'condition' allowed for the letter to autofill fields that related to the client's condition i.e. insurance company, claim number etc.
Unfortunately, changing it over to client does automatically generate the letter however now the fields do not autofill which is a bit of an inconvenience.
We wanted to request if this is something you could possibly escalate to your developers to have Gensolve do?