Email Template
Email Template - add a name merge when sending annual statements
9
votes
Richard Gardner
shared this idea
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Sandy Swart
commented
We have received multiple calls from owners verifying that the EOY summaries were in fact sent by us. The subject line in the email does not contain our company name and owners are suspicious given the warnings about spam and hacking.
I inserted the Company Name in the monthly statement subject line some months ago which resolved this. The subject line on the EOY summary cannot be edited. It would be good if the Co name could pull through to the subject line or that this could be edited.