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Allow inserting client name in the email Subject line

John_DamousJohn_Damous Transforming problems into 3D solutionsPosts: 107 ✭✭✭✭

Allow inserting the client's name, phone number into the Subject line of an email.

1 votes

New Idea · Last Updated


  • brielle_ptaxesbrielle_ptaxes Chief Helper Posts: 85 ✭✭✭✭

    client name yes, phone number, why and NO.
    we definitely would benefit from merge fields.
    can i give 0.75 votes?

  • John_DamousJohn_Damous Transforming problems into 3D solutions Posts: 107 ✭✭✭✭

    I @brielle_ptaxes

    Yes, i agree that the Phone in not important, I just meant to say that all filed in the client's contact window should be allowed in the Subject line.

    See i have a lot of my clients' info in my contacts window, I use a lot of custom added fields.

    Here are some fields that could be used in the subject line

    1. Client name
    2. Year end date
    3. contact name
    4. filing due date / form
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