Home Forums Support Contact person in offer and invoice

This topic contains 9 replies, has 2 voices, and was last updated by  Hillel Coren 1 month, 1 week ago.

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  • #16718

    thomas_kujawa
    Participant

    Does anyone still have the problem that the name from the saved contact data is not transferred?

    As can be seen in the screenshot, the 1st saved person is always used. But not with the mail address, but only with first name and surname.

    #16722

    Hillel Coren
    Keymaster

    Which variables are you using in the email template?

    #16723

    thomas_kujawa
    Participant

    $contact

    other variables I do not know

    #16724

    Hillel Coren
    Keymaster

    You can click the blue question mark to the right of the subject field to see the full list.

    #16725

    thomas_kujawa
    Participant

    Yeah. That’s for sure. I have not found any other variable.

    #16728

    Hillel Coren
    Keymaster

    Which variables are you looking for?

    The preview only shows the first contact but if multiple emails are sent each one will be customized for the contact.

    #16729

    thomas_kujawa
    Participant

    So that means

    If I select the 2nd or 3rd contact and the preview shows the 1st contact, is the correct name still used?

    #16738

    Hillel Coren
    Keymaster

    It should, I’d suggest testing it…

    #16832

    thomas_kujawa
    Participant

    The payment receipt was sent to the 1st (oldest) contact and not to the one to whom the offer or invoice was sent.

    Since the employee no longer exists, the mail ran into emptiness.

    #16839

    Hillel Coren
    Keymaster

    My advice above was referring to the invoice email, not the payment email.

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