Inserting Merge Fields into the Memo

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.