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    form fields for attorney phone number and email

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    form letters
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      BenjaminK4148 last edited by

      I want to use AppColl to create a form letter has Attorney name, email, and phone number. The attorney (me) is in the AppColl system as a contact with email and phone number entered.

      I see there is a field for {Matter.Attorney} but nothing for the attorney's email and phone number. I also see that there is a field {Contact.Email} and {Contact.Phone}. But the attorney is not listed as a contact.

      It seems like this should be straightforward and often used in form letters, but I can't figure out how to do so.

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