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Contact · contact

Contact Letter

When a letter goes to a person, not a company. Personalised salutation using first name, full address block via composite, parent account name on the company line for context, conditional parent-account reference if the contact sits under one. Use for individual outreach, individual T&Cs, contact-specific notices.

How to use these tokens
  1. 1
    Copy a token
    Click any {{token}} on this page — it copies the literal token string to your clipboard, ready to paste.
  2. 2
    Paste into your Word template
    Open your existing branded Word document and paste each token where you want that field to appear. Keep your fonts, layout, letterhead, and prose — Templ8r only touches the {{tokens}} themselves.
  3. 3
    Attach when you book a demo
    Drop the tokenised .docx into the form on /book-demo. We’ll bind it against your live D365 records before the call so you see your branded template populated with your real data.

Tokens in this template

Every {{token}} below maps to an out-of-the-box column on contact. On a fresh prospect tenant, these bind without modification. Click any token to copy it. Paste it into your Word template wherever you want that field to appear.

  • Recipient full name
  • First name
  • Last name
  • Job title
  • Company
  • Account number
  • Address block
  • Email on file
  • Mobile
  • Relationship manager

Conditional sections

Sections wrapped in {{#if x}} ... {{/if}} guards. Each renders only when the guard column is populated; otherwise Templ8r drops the entire block at generation time.

  • {{#if donotpostalmail}}Communication preferences (delivery note)

    Renders when donotpostalmail is populated on the record.

What you need in your tenant

  • ↳Contact entity (contact) — OOTB in any Dynamics 365 install
  • ↳Parent account populated (used in the body for company reference)
  • ↳Address and email fields populated on the contact
  • ↳donotpostalmail boolean is OOTB on contact — conditional skips when not set
  • ↳Owner is a system user (default for any contact)
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