We have an issue when sending emails to client with client tasks or reminder. Our email template was setup with placeholder but how do we know what is the placeholder information. For now we use “preferred name” and “client name” but in both case it is using the company name so our email state Hello “company name” instead of the actual contact name. Is it a problem with the setup of the placeholders or with the way the contacts were setup?
You may need to choose the email address associated with the client and not the organization. That way you will have the placeholder looking at the individual’s contact information and preferred name, not the business contact information.