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Try these: client detailstasks syntaxsuperannuation

Wills

Syntax for the standard Xplan fields related to Wills:

Setec Astronomy

Will Exists:
<:=$client.will_exists:>
Is Will Current:
<:=$client.is_will_current:>
Date of Wills:
<:=$client.date_of_will.format(‘%d %B %Y’):>
Will Location:
<:=$client.will_location:>
Notes:
<:=$client.will_notes:>

All Fields

Field

Path

Syntax

Will Exists will_exists <:=$client.will_exists:>
Is Will Current is_will_current <:=$client.is_will_current:>
Date of Will date_of_will <:=$client.date_of_will:>
Will Location will_location <:=$client.will_location:>
Will Notes will_notes <:=$client.will_notes:>
Funeral Plan    
Funeral Plan funeral_plan <:=$client.funeral_plan:>

See also

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