Within the system, we use tagging to allow you to input names into the email, letter, and SMS templates. You can personalise how these names appear in the text by using the following codes.
Input the tag as normal by opening the tagging panel and single-click the tag to use it. Then edit it by adding a colon followed by either title, firstname, or lastname - or any combination of those 3 options to control how the name will display in the final communication. For example:
- Hello, [job_contact_name] ➡️ Hello, Mrs Sue Smith
- Unmodified name tags display the title, first name, and last name
- Unmodified name tags display the title, first name, and last name
- Hello, [job_contact_name:title lastname] ➡️ Hello, Mrs Smith
- With this modification, the name tag does not show the first name
- Hello, [job_contact_name:firstname lastname] ➡️ Hello, Sue Smith
- This modification removes the title from the name
- Hello, [job_contact_name:firstname] ➡️ Hello, Sue
- This modification displays only the first name
Note: It's important to match the styling as above, for example, make sure you don't put a space after the colon or between 'first' and 'name'. Additionally, only 'lastname' is accepted, so, please do not enter 'surname'.
Which tags does this work for?
Any name tags in Commusoft will allow you to modify how they display. The full list is:
[engineer_name]
[diary_engineer]
[customer_name]
[work_address_name]
[job_contact_name]
[estimate_contact_name]
[landlord_name]
[invoice_address_name]