--000000000000bbcea705e062bfbc Content-Type: multipart/alternative; boundary="000000000000bbcea605e062bfbb" --000000000000bbcea605e062bfbb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, What is in the "Header to Read" should be on the letters - the "payer" is sometimes still in the client's name as the payment is coming out of their account although in this case for Jean - she had dementia so her son who is her POA has authority to pay the invoice out of her account. - I switched the payer's name for Jean to her sons. Can you confirm that all the "Header to Read" is what will be on the letters? Thanks - Chuck On Wed, Jun 1, 2022 at 7:03 AM Timothy Thomas wrote: > see below and let me know what you want to do. > > ---------- Forwarded message --------- > From: Kate Goodrich > Date: Wed, Jun 1, 2022 at 8:55 AM > Subject: Re: Canadian > To: Timothy Thomas > Cc: Gary Scott , Benjamin Lewis benjamin.lewis@thekey.com> > > > The data lists Jean Fraser as the payer which is why there wouldn't be an > OBO. We truncated non-OBO to first name only for a warmer greeting. I can > manually fix if the data is wrong. > > [image: image.png] > > On Wed, Jun 1, 2022 at 8:48 AM Timothy Thomas wrote: > >> I'm not seeing the correct "header to read" data in the final letters. >> Example: Client name: Jean Fraser, it should read "Dear Duncan and Betty >> (on behalf of Jean Fraser)", and it's currently "Dear Jean". >> >> Can you please double check? >> >> Thanks! >> >> On Tue, May 31, 2022 at 4:17 PM Kate Goodrich >> wrote: >> >>> Apologies, I didn't realize you wanted to update the emails, as well. >>> File attached. >>> >>> On Tue, May 31, 2022 at 4:10 PM Timothy Thomas wrote: >>> >>>> Thanks Kate, did some get lost in the shuffle? We had 9 letters and 47 >>>> emails in the previous batch. >>>> >>>> On Tue, May 31, 2022 at 3:58 PM Kate Goodrich >>>> wrote: >>>> >>>>> Letters for Canada have been updated with the Toronto address. PDF an= d >>>>> mail merge files are attached. >>>>> >>>>> On Tue, May 31, 2022 at 3:48 PM Timothy Thomas wrote: >>>>> >>>>>> Let's use Toronto please - 70 Richmond St E #100, Toronto, ON M5C 1N= 8 >>>>>> >>>>>> >>>>>> >>>>>> On Tue, May 31, 2022 at 2:25 PM Kate Goodrich >>>>> kate.goodrich@thekey.com> wrote: >>>>>> >>>>>>> Certainly - can we use Montreal? If so, what is that address? >>>>>>> >>>>>>> On Tue, May 31, 2022 at 12:17 PM Timothy Thomas >>>>>>> wrote: >>>>>>> >>>>>>>> Thank you Kate. Can we please use a Canadian address on the >>>>>>>> letters? >>>>>>>> >>>>>>>> On Tue, May 31, 2022 at 12:10 PM Kate Goodrich >>>>>>> kate.goodrich@thekey.com> wrote: >>>>>>>> >>>>>>>>> Canada letter/email merge documents and PDFs are attached. >>>>>>>>> >>>>>>>>> On Tue, May 31, 2022 at 10:58 AM Gary Scott >>>>>>>> gscott@homecareassistance.com> wrote: >>>>>>>>> >>>>>>>>>> @Kate Goodrich is working on CAD now. >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> *From:* Benjamin Lewis >>>>>>>>>> *Sent:* Tuesday, M