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    • GeorgeJ4336
      GeorgeJ4336 last edited by

      Currently, most fields are limited to one level of hierarchy, ex. {Task.FeesCap}. Some fields have two levels of hierarchy, ex. {Task.Matter.Client}. However not all two-level fields work. For example, in a Task, {Matter.ForeignAssociate} and {Task.Matter} return values, but none of the following fields returns a value: {Matter.ForeignAssociate.Company}, {Matter.ForeignAssociate.Street}, {Task.Matter.ForeignAssociate},
      {Task.Matter.ForeignAssociate.Company}.

      In order to create really powerful e-mail and form letter templates, we need access to multi-level fields (and the ability to generate e-mail messages and form letters from each page).

      For example, I have a Task to "Pay foreign associate," although it could be more generally "Pay vendor," such as draftsman. I'd like to be able to print the vendor's check from the Task (using a Form Letter template), and print a payment cover letter from the Task (using another Form Letter template), and send the vendor a payment advice via e-mail (using an e-mail template), all from the Task. However, this would require multi-level fields, such as those mentioned above.

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