Preferred name merge field
Would like to have Preferred Name as a Recipient Merge Field for Email and Word Merge Documents
We're pleased to advised that the Preferred Name is now available in your Letter, Email and SMS Templates. We will also have this new merge field included in the Automated Communication Templates in the November release.
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Julia commented
Very good idea
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Brendon King commented
Currently in the First name field we are putting the tenants first and middle name. this then gets pushed out on mail merge emails.
We have populated preferred field with just the first name but I dont have the option to use this for a mail merge -
Vanessa Rhodes commented
OMG! I thought this would be a definite! We are Australian, not English. Christopher is Chris, Robert is Bob and Terrence is Mike. Also, we can then send one email to "Vic and Gail" when it is in Victors name but we know Gail makes the decisions although not named on title. High Importance please. You already have the field in the Profile, should be easy to create the merge field. :) PLEASE!
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Cumberland Realty Group commented
The preferred name is essential to be used as the salutation in communications as sometimes the landlord is a Superfund or Company and any communications to the landlord presently use the Company name as the salutation in a letter, not idea.
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Rosemary van der Velden commented
Can we have an update on using preferred owners names will be implemented?
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Suzanne McConnell commented
Can you please add the Owner's Preferred Name as a mail merge template option?
Thank you -
Katrina Stonehouse commented
I don't understand how this has never been addressed. It's frustrating.
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Helen Rolfe commented
to ensure that people are being addressed as per the Preferred name
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Pam Hatwieger commented
It would be great if the Preferred Name
- can be searched via Global Search too
- can be used elsewhere in the database other than just Business Insights