Customers name not showing in email body
For some custiomers, I need to manually enter a name in the highlighted area. I have checked their contact and the Contact person field has a name there like all other customers. How can I fix this...
Forum Discussion
Hi VT3,
Thank you for your reply and for providing the attachment. For customers listed as a company, you'll need to set the email variable {{customer_business_name}}. This will automatically fill in the customer's business name in the email. However, you can only set one email variable in the email settings, which means it will apply either to individual or company contacts, but not both.
Feel free to get in touch if you need more help.
Cheers,
Princess
Thank you for your reply.
I don't want the customers business name, I want the customers first name hence the {{customer_first_name}} being in the template. This was not an issue until the big update was done.
I have this too. You want the company contact to be addressed, not the company name. And I have it for new and old company customers, but not for new and old individuals.
Hi VT3,
Thanks for your reply. About the recent update, we haven't seen any widespread issues with customer details or email variables. But if you set up an individual contact, make sure to use the template for individual contacts, not the one for company contacts. This way, the first name will show up correctly in the email. Just double-check that the contact is marked as an individual.
Feel free to get in touch if you need more help.
Cheers,
Princess
This was reported as a bug since the big upgrade a few years ago, and clearly I'm not the only one having this issue.
I am not talking about an individual contact, please refer to my original message.
