Why is the Notice of Assessment generated by the Tax Assessments Automation Process displaying the incorrect Client Name?
Issue The Notice of Assessment generated by the Tax Assessments Automation Process is displaying the incorrect Client Name.
Cause The most likely cause is that the Merge Field used to generate the Client Name in the Template(s) in the Automation Process is the Contact Name of the client.
Solution Update the Merge Field in any Templates in the affected Automation Processes to be Client Name rather than Contact Name.
