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Overview
Creating File Notes in bulk helps you efficiently record the same information across multiple client records. This is useful for documenting practice-wide communications, market updates, or standard interactions without needing to repeat the process for each individual client. AdviserLogic uses a mail merge process to create separate File Notes for each selected client.
Instructions
Log in to AdviserLogic and navigate to Tools > Adviser Tools > Emails > Mail Merge.
Select To to choose which clients will receive the File Note. And Select OK
Next, add your File Note content in the main text field.
Select Generate and, when prompted, select Yes to create a new file note. Now the File Note will be added to all the clients you have entered into this merge.
📌Note
This feature is normally used to produce a document to send as a mail merge. Once you have generated the document and saved the file notes, you could then discard the actual word-generated document if it is not needed.