Salutation missing?
Where has the Salutation field gone?
It used to be available in Client Details and Additional Contacts and was used across multiple templates, including invoicing and merge-based applications. With this field removed, client correspondence is now appearing blank where the greeting should be.
Using [ContactName] or [FirstName] is not a workable substitute:
• For some primary contacts, it returns no name at all
• In other cases, it defaults to the full name (for example, “Hello John Peter Smith”), which is not appropriate for client correspondence
Please reinstate the Salutation field.
If that is not possible, at a minimum please add a [FirstName] merge field that works consistently for BOTH clients and primary contacts, so templates can be set up correctly.
This was a simple, practical feature that worked well and is relied on in day-to-day practice communications.
Rochelle Louden
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