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Try these: client detailstasks syntaxsuperannuation

Executor of Will

Merge out estate planning executor details:

Setec Astronomy

<:for item in $client.executor:>
Name: <:=item.fname:> <:=item.lname:>
<:end:>

Group Fields

All the fields from the executor can be used in the loop above:

Field

Path

Syntax

First Name fname <:=item.fname:>
Preferred Name preferred_name <:=item.preferred_name:>
Surname (last name) lname <:=item.lname:>
Entity ID entityid <:=item.entityid:>
Notes    
Notes Notes <:=item.notes:>

Checking if an Executor exists

Using the len() function you can easily check if any executors are recorded:

Setec Astronomy

<:if len($client.executor):>
<:for item in $client.executor:>
Name: <:=item.fname:> <:=item.lname:>
<:end:>
<:else:>
No Executors have been recorded
<:end:>

See also

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