Fund Advisor Emails: Employee Names
In the content settings for fund advisor emails, the only field we've ever had to use for an employee name is {{employee_name}}. That formats the name as last name, first name. We'd like it to show as first name last name, like John Doe instead of Doe, John. The only way we've been able to accomplish that is by changing employees in the system to a first name of John Doe with no last name. That works, but it's cumbersome to have some of our employees listed this way.
Can we get a field added to the content that would show the employee name as first name last name?
Joel Schwartz
shared this idea
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Michael Wiley
commented
We have noticed this as well. Very strange to have the only merge field available to sign a communication to be formatted with Last Name first. Our planned approach to get around this is to omit the {{employee_name}} merge field altogether and sign the email generically. It is unfortunate that the merge field that could personalize communication is unusable.