Have a ##Greeting## email merge field to address a couple or individual appropriately
We suggest adding a place in the clients' basic info for a greeting and a corresponding ##Greeting## email merge field to allow both spouses' names or the individuals' name as you wish it to appear in emails.
We would like to send an email with a like "Hi John and Jane" or if the person is single "Hi John"
With current options you can only put in ##Firstname## and ##SpouseFirstname## or ##Familyname##. The problem with these options is that you will get greetings to a single person as "Hi John and" or use the family name "John and Jane Doe" which is too formal in some cases.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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jim commented
just common sense