Primary Contact First Name in Emails

Please follow the below to display Primary Contact First Name in Email messages.

 

Navigate to Customization > List, Records & Fields > Entity Fields > New.

1. Complete the Label for your custom field. eg. Primary Contact First Name.

2. Set Type = Free-Form Text.

3. Under Applies To subtab, check Customer.

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4. Under Display subtab, set Subtab = Main.

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5. Under Validation & Defaulting subtab, check the Formula box.

6. Set Default Value = {contact.firstname}

7. Click Save. 

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Now just add your field in your email template.

The syntax is ${customer.yourcustomfieldid}.

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Perform a test email to ensure only the Primary Contact First Name is referenced. 

Screen_Shot_2017-11-24_at_4.52.29_pm.png

 

 

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