Mapping Engagement Letter Texts to Products
Introduction
When creating engagement letters in FibreCRM, Engagement Letters schedules are pulled in from the services you have chosen in the Opportunity.
As part of your set up of FibreCRM you’ll need to map your Engagement Letter Schedules to your Products so they pull through correctly into your Engagement Letter.
How to Assign Engagement Letter Schedules to Products in FibreCRM
To map your engagement letter text schedules to your products, first navigate to the Products module.
Select a Product and edit the product in Edit mode.
Scroll down to the Engagement Letter Description field within the product. Click on the select arrow to select an Engagement Letter Text (you can also type the name of the Engagement Letter Text in this field if you know it).
A pop up will then appear where you can select the Engagement Letter Text.
Once selected click Save and Close, the product you selected will now be mapped.
Repeat this process until all the products you require for
your engagement letters are mapped.
Company Type Mappings
Depending on your settings you can also assign products to a Company Type that you use from your practice management. If you use the feature it means that the engagement letter text that is added to the engagement letter not only comes from the product but from the company type the client is listed as. Please note if a record doesn’t have a company type what ever is set at engagement letter description will be pulled into the letter.
Engagement Letter Texts
Your Engagement Letter schedules are kept in the Engagement Letter Texts module. To access, view or edit these schedules navigate to the All drop down in the navigation menu and select Engagement Letter Texts.
In the Engagement letter Texts module you’ll find a list of all your schedules.
