OVERVIEW
New merge tags have been added to both the Email Template Builder and the SMS Template Builder in ATM. Office staff can now include a recipient's portal username, portal login link, forgot-password link, and the sender's office email address directly inside email and SMS templates — making it easier to create login-assistance communications without exposing passwords.
Additionally, the Full Name merge tag has been corrected to display names in proper sentence case (e.g., "John Doe") in both builders, replacing the previous all-uppercase output (e.g., "JOHN DOE"). The password merge tag has been removed from both builders as a security improvement.
WHAT WAS ADDED
Email Template Builder
The following merge tags are now available in the Merge Tags dropdown:
- Recipient Username
- Recipient Portal Login URL
- Recipient Forgot Password URL
- Sender Office Email
Also changed in the Email Template Builder:
- Full Name now displays in normal sentence case (for example, "John Doe" instead of all uppercase).
SMS Template Builder
The following merge tags are now available in the Merge Tags dropdown:
- Recipient Username
- Recipient Portal Login URL
- Recipient Forgot Password URL
- Sender Office Email
Also changed in the SMS Template Builder:
- Full Name now displays in normal sentence case (for example, "John Doe" instead of all uppercase).