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Client Details Dynamic Fields

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Sean O'Donnell
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Here is a list of dynamic fields to assist you with the creation of letters and emails from HubSolv.

(Please be aware the $ is required before and after the dynamic field text for letter templates, and use {brackets} at the start and end for email templates. 

General Details

Date:

$platform_date$

Date full:

$platform_date_full$

Date Record Created:

$date_created$

Date Record Last Modified:

$date_modified$

Assigned User:

$user_name$

Assigned User Email:

$user_email$

Assigned User Phone:

$user_phone$

Assigned User Mobile:

$user_mobile$

Assigned User Job Title:

$user_jobtitle$

Assigned User Company:

$user_company$

Lead Source:

$lead_source$

Lead Generator:

$lead_generator$

Lead Type:

$lead_type$

 

Client Details

 

ID/Ref:

$id$

Title:

$title$

First name:

$firstname$

Last name:

$lastname$

Other Names(s):

$othername$

Full name:

$fullname$

Place of birth:

$pob$

Date of birth:

$dob$

Home phone number:

$phone_home$

Mobile phone number:

$phone_mobile$

Work phone number:

$phone_work$

Email:

$email$

Preferred contact method:

$contact_method$

Contact Home:

$contact_home$

Contact Mobile:

$contact_mobile$

Contact Work:

$contact_work$

Contact Email:

$contact_email$

Contact Post:

$contact_post$

Marketing Permissions:

$marketing_permissions$

Gender:

$gender$

His/Her

$his_her$

Him/Her

$him_her$

He/She

$he_she$

Marital status:

$marital_status$

Best time to call:

$time_to_contact$

Full Address:

$full_address$

Full Address (One line):

$full_address_single_line$

Time at address:

$time_at_address_year$ Years, $time_at_address_month$ Months

Previous Addresses:

$previous_addresses$

Previous Addresses (One line):

$previous_addresses_single_line$

Employment Status:

$employment_status$

Occupation:

$occupation$

NI Number:

$ni_number$

 

Client Vulnerability Details

 

Vulnerability Rating:

$vulnerability_rating$

Type of Vulnerability:

$vulnerability_type$

Notes:

$vulnerability_notes$

Large Font?

$large_font$

Authority to Share Info with 3rd Parties?

$authority_share$

Authority to Store Information?

$authority_store$

Consent Given to Discuss with a 3rd Party (Relative / Health Worker/ Doctor)?

$third_party_consent$

3rd Party Name:

$third_party_fullname$

3rd Party Best to Call:

$third_party_time_to_contact$

3rd Party Relationship:

$third_party_relationship$

3rd Party Notes:

$third_party_notes$

3rd Party Email:

$third_party_email$

3rd Party Phone:

$third_party_phone$

3rd Party Address:

$third_party_address$

 

Partner Details

 

Title:

$partner_title$

First name:

$partner_firstname$

Last name:

$partner_lastname$

Other Names(s):

$partner_othername$

Full name:

$partner_fullname$

Place of birth:

$partner_pob$

Date of birth:

$partner_dob$

Home phone number:

$partner_phone_home$

Mobile phone number:

$partner_phone_mobile$

Work phone number:

$partner_phone_work$

Email:

$partner_email$

Preferred contact method:

$partner_contact_method$

Contact Home:

$partner_contact_home$

Contact Mobile:

$partner_contact_mobile$

Contact Work:

$partner_contact_work$

Contact Email:

$partner_contact_email$

Contact Post:

$partner_contact_post$

Marketing Permissions:

$partner_marketing_permissions$

Gender:

$partner_gender$

Best time to call:

$partner_time_to_contact$

Full Address:

$ partner_full_address$

Full Address (One line):

$partner_full_address_single_line$

Time at address:

$partner_time_at_address_year$ Years, $partner_time_at_address_month$ Months

Previous Addresses:

$partner_previous_addresses$

Previous Addresses (One line):

$partner_previous_addresses_single_line$

Employment Status:

$partner_employment_status$

Occupation:

$partner_occupation$

NI Number:

$partner_ni_number$

 

Partner Vulnerability Details

 

Vulnerability Rating:

$partner_vulnerability_rating$

Type of Vulnerability:

$partner_vulnerability_type$

Notes:

$partner_vulnerability_notes$

Large Font?

$partner_large_font$

Authority to Share Info with 3rd Parties?

$partner_authority_share$

Authority to Store Information?

$partner_authority_store$

Consent Given to Discuss with a 3rd Party (Relative / Health Worker/ Doctor)?

$partner_third_party_consent$

3rd Party Name:

$partner_third_party_fullname$

3rd Party Best to Call:

$partner_third_party_time_to_contact$

3rd Party Relationship:

$partner_third_party_relationship$

3rd Party Notes:

$partner_third_party_notes$

3rd Party Email:

$partner_third_party_email$

3rd Party Phone:

$partner_third_party_phone$

3rd Party Address:

$partner_third_party_address$

 

 

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