Salutation Field for Fundholder Portal Registration Email
Within the Site Custom Field options, it would be great to be able to use the {{Salutation}} field in the advisor log in email that goes out to new fund advisors.
Currently, it is only possible to use {{Name}} which creates an email that reads as:
Dear John Smith,
This is rather stiff and having the ability to populate just the first name would be greatly appreciated!
Marit Evans
shared this idea
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Jamie Gurholt
commented
This is the same issue for online donations!