If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Ability to automatically add Salutation to letters

RyanRyan Posts: 3
edited March 30 in Forms & Letters

We would love the ability to add the Salutation to the Client's contact and have it auto-populate along with their other attributes like address and name.

If a dedicated salutation field wouldn't work, allowing us to import any custom field into letters and emails would be incredibly helpful.

1 votes

New Idea · Last Updated

Sign In or Register to comment.