I’d like to be able to create a custom field (‘Salutation’) for the customer record, and which I could use in the email template when sending out invoices. I always think it’s far friendlier than “Dear Sir/Madam”.
Can Manager handle this? I’ve created and populated the custom field, but can’t find any information in the Guides on how to use a custom field in the email template.
Thanks.
You cannot do what you want. That is because the email template is completely devoid of customer (and thus address) information You are only templating the body of the email. And custom fields apply only to the tab or form for which they are created. So a custom field for customers doesn’t carry over to emails. So you’ll have to edit emails manually.
@Tut, thank you for your reply.
While @Tut might be correct about custom fields, you can certainly use the customer’s name. It might not be quite as friendly as what could be achieved with a custom field, it is far more friendly than"Dear Sir/Madam".
In each of the email templates, I’ve included the following line which I believe will do what you want:
<p>Hello {{ recipient.name }},</p>
If you send emails in plain text format, leave out the starting and ending HTML tags.
When you create the email, you are still able to replace the generated name with something more personal if it’s really needed.
Thanks, Bazza338, I’ll try that.
I’ve only just noticed your comment, so a very belated thanks!