Re: Canadian

From
Kate Goodrich <kate.goodrich@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Gary Scott <gscott@homecareassistance.com>, Benjamin Lewis <benjamin.lewis@thekey.com>
Date
Wed, 1 Jun 2022 10:50:02 -0400
Folder
INBOX
--000000000000c0b90505e06401f2 Content-Type: multipart/related; boundary="000000000000c0b90505e06401f1" --000000000000c0b90505e06401f1 Content-Type: multipart/alternative; boundary="000000000000c0b90405e06401f0" --000000000000c0b90405e06401f0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Updated files attached. On Wed, Jun 1, 2022 at 10:23 AM Timothy Thomas wrote: > I've emailed you directly. > > On Wed, Jun 1, 2022 at 10:02 AM Kate Goodrich > wrote: > >> The original data has an error on the Header to Read formula for Jean >> Fraser and others - can I get an updated version? >> >> [image: image.png] >> >> On Wed, Jun 1, 2022 at 9:56 AM Timothy Thomas wrote: >> >>> If we could please use exactly what's in the Header to Read that would >>> be awesome. >>> >>> On Wed, Jun 1, 2022 at 8:55 AM Kate Goodrich >>> wrote: >>> >>>> 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 >>>> kate.goodrich@thekey.com> 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 >>>>>> kate.goodrich@thekey.com> wrote: >>>>>>> >>>>>>>> Letters for Canada have been updated with the Toronto address. PDF >>>>>>>> and 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 >>>>>>>>> 1N8 >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> 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: >>>>>>>>>>>> >>>>>>>