[OBP]

So where on the page does the bookmark for the DBANAME go?
Is the "Dear" also the Contact name that is the Attn bookmark?
I am not familiar with US letter writing convention.

[VANESSA1]

Okay, I had to go back and look at the format we orginally agreed to. Now, I don't see where we put the DBANAME in the format of letter, so its not suppposed to be there. the ATTN is the Contact Name on the MailLoc. Normally, for US letter writing, the greeting is the first or last name of the Contact Name, so that is why I was asking if I could put this information in myself. My personal taste is usually the first name, but sometimes depending on any unusual circumstances, I may use the last name.

[OBP]

You could have an unbound field on the creation form, but it would't "remember" what you used, or you could just use the first name if there is one, there does appear to be one if the contact name is filled in.

I will remove the DBANME from all the letters.
I have just successfully created the appointment letter with the date & time, the only problem was what to put in the Dear.
As usual I will have to go soon.

[OBP]

I could put the first name in the unbound field for you to modify if required.

[VANESSA1]

That would be great if you could do that. Good to hear from you; surprised; don't expect to hear from you this late because of time difference.

[OBP]

I had just finished working on it.
I will do that and then move on.

[VANESSA1]

Cool

[OBP]

On the Appointment letter it says "scheduled audit for the years ", but at the moment we only have "Year", do you want to expand it so that you can enter something like 2011 - 2012?

[VANESSA1]

Yes, it needs to be expanded. The current assessment years are 2009 - 2011 that will be reviewed fro audit.

[OBP]

The Intro letter uses Dear taxpayer, do you want it to also use the contact's first name?
In the Discovery letter you have the Dear as well, use the same?

[VANESSA1]

On the intro letter, leave the "Dear Taxpayer". In the Discovery Letter/No Discovery Letter, we can leave those unbound as well.

[OBP]

Does that mean use the unbound field on the form with the default Contact first name in the 2 Discovery letters?

[VANESSA1]

Yes

[OBP]

On the Discovery letter there is the following section with a space for something to go in
"We have finalized your audit of your Personal Property Returns, and based on the review, we note the following;"
What is going to go in there and do you want it stored in the database?
Or just on the copy of the letter?

[VANESSA1]

This is where the numbers get pulled from the new asset listing and pooling report.