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When I send a document to a client/supplier, can I define how this person should be named in the email?
When I send a document to a client/supplier, can I define how this person should be named in the email?

Yes, you can define a "friendly name" for your clients and suppliers.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

When you send an email to a client/supplier through LSP.expert, the system uses by default the first name and last name of the client or supplier (e.g. 'Dear John Smith, ...').

If you would like your emails to only mention the first name of the person ('Dear John, ...') or a friendly name you always use to call this person (e.g. 'Dear Bob, ...' for someone called Robert), you can define it in the Friendly name field of the contact under Clients > click on the client concerned > Contacts > Edit the contact concerned.

When sending an email, the system will use the friendly name you defined in the client's details:

To change the text of the emails you send using LSP.expert, see this article: http://help.lsp.expert/documents/where-can-i-changecustomize-the-text-of-the-emails-i-send-with-lspexpert)


If you're using LSP.expert V1

When you send an email to a client/supplier through LSP.expert, you can define how you want to name this person in the email (i.e. give them a nickname), to customize your emails even more. For example, you have a client called Robert and you're very close to him, so close that you call him "Bob" (and that it feels weird to call him "Robert"!).

In this case, you can define that his "nickname" is Bob (in the field with the little smiley under Contacts in the client's details).

When sending an email, the system will use the nickname you defined in the client's details:

If you don't define anything in the Nickname field, the system will only say "Dear, Please find attached..." in the email. (To change the text of the emails you send through LSP.expert, see this article: http://help.lsp.expert/documents/where-can-i-changecustomize-the-text-of-the-emails-i-send-with-lspexpert)

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