You may insert merge fields into a memo, either directly on the memo tab or in the html editor. To insert a field, while in Add or Change mode click Merge on the Gopher menu bar. A new menu with three options will open. If you are inserting a field that pertains to applicants only, choose Insert merge field for applicants. If you are inserting a field that pertains to clients only, choose Insert merge field for clients. If you are creating a memo that will be emailed to both applicants and clients, choose Insert merge field either applicant or client. Once you select one of these three options, a new menu will open which contains all of the profile fields listed. Select the applicable field. The field will then be inserted into the memo in the following format: <<A_Profn>>. When the memo is emailed, Gopher will automatically insert the recipient’s first name where <<A_Profn>> is.
Note: If you would like a salutation to appear in the email when the memo is emailed to someone, you must add the salutation and insert a merge field into the memo. Gopher will no longer automatically add the salutation “Hello FirstName” to the email.