itonewbie
Level 15

@machatz wrote:

@itonewbie Is there a way to specifically change the keyword used in the salutation in a Link invite?  Dear [CLIENTNAME] greets our clients by their entire first and last name.  If I'm on a first name basis with JOHNATHAN H. DOE I'd prefer that an automated email still greet them in the same way that I would; i.e. "Dear John," 


Unfortunately, these are hardcoded and can't be changed.  You may like to use notations such as <First Name> so that you and your team members are reminded to manually update that "field" before sending the message.

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Still an AllStar