itonewbie
Level 15
02-05-2020
02:54 AM
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@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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