When you edit a client task email or reminder email, you can add placeholders for the work name, client name, contact name or salutation.

In the default email shown below, the placeholders can be moved around or removed altogether. If you do remove the placeholders, you can use them again by copying from the text below the email.

By default, your client task emails will be addressed to the contact's preferred name. If your contact does not have a preferred name specified, the contact's full name will be used.

If the above email was sent out, this is what the email would look like to your client:

Available placeholders

<%work_name>
<%client_name>
<%contact_name>
<%reminder_number>
<%salutation> & <%preferred_name> - Can be updated within the Basics area of the Details tab for a person contact

Did this answer your question?