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A single case often involves more than one person think partner-sponsored visas. Adviseraide lets you link multiple client contacts (e.g., Partner, Sponsor, Dependant) to a single Case and then reuse those contacts in templates:
  • Contract templates
  • Case note templates
  • Email templates
  • PDF forms template

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Creating Case With Multiple Contacts

When creating a case, first select the client. You will then see all available contacts displayed in a dropdown list. From there, select the contacts you wish to assign to the case.
Select contacts when creating a case

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Using Contacts in Contract Templates

Once a case has been created with contacts, you can use those contacts in contract templates to automatically populate contact details. See Using Case Contact in Contract Templates

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Using Contacts in Case Notes Template

1

Open the Notes tab and click Create Template

Open an existing case, then select Notes from the top tab. Next, click Create Template see following highlighted steps.
Notes tab - Create Template button
2

Insert placeholder fields

The Create Note Template window will open. Click the Insert Placeholder Field button and select the contact placeholders you’d like to use. In this example, two placeholders are used: Client Full Name and Contact 1 Full Name.
Create Note Template with placeholder fields
3

Use the template

Once you save the template, a Note Template button will appear. Simply click it, and the placeholders you assigned in Step 2 will automatically populate with the corresponding client and contact information as shown below.
Note Template populated with client and contact information

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Using Contacts in Email Templates

The same procedure described above also applies to email templates. To create one:
1

Go to the Email tab

Go to the Email tab.
2

Create a new email template

Click New Email, then select Create Template.
3

Use placeholders

Use the Client and Contact placeholders as needed.
These placeholders will automatically populate with the relevant client and contact information when the email is generated.