Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
Margaret Francis
shared this idea
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Andrew Stuckey
commented
This is actually incorrect behaviour from the software and should be corrected asap.
[Contact Name] outputs the contact's/client's full name. Correct
[Contact First Name] outputs "Primary Person First Name", not Contact First Name.
This is incorrect and inconsistent and needs fixing.
Suggested Fix
[Contact Name] = Contact's full name
[Contact First Name] = Contact's first nameAdd
[Primary Person Name] = Primary Person full name
[Primary Person First name] = Primary Person first name -
Richard Goodman
commented
When emailing an invoice to an individual 'additional contact', the template should use the name of the additional contact, ie, the person who is actually going to action the invoice, who is not necessarily the name of the primary contact.
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Anastasiia Dorodnaia
commented
It would be great to have especially for business who working with kids when the invoice is adreesed to the parent abut we whant to have a child name to be on the email body.