Hey there I think it would be great to be able to add the contact person's name to an email template. {{contact_name}} or similar? As someone who teaches children, my customer names are all of...
I completely agree with you. Adding the contact person's name to an email template would make the communication more personal and appropriate, especially in the context of invoicing. As someone who also deals with many clients, having the ability to address the emails directly to the parent or caregiver would save a lot of time and ensure the right person gets the message.
Using a placeholder like {{contact_name}} in email templates would be a great solution. This way, the emails can be personalized without the need for manually editing each one. It would not only make the emails more professional but also help in maintaining clear communication.
I support this suggestion and believe it would benefit many users who have to manage multiple contacts and clients. It’s definitely something that would improve the efficiency and effectiveness of our communications.
Let's hope MYOB considers implementing this feature soon!
Best regards,