PM Module: Owner first name needed as a field for emailing owner statements
6 Votes
Released
Alece
Feb 9, 2022 5:25 PM
Member for 6 years
411 posts
Right now, the only field option to use the owner's name (in an email template to send them owner statements) includes their full name: first and last. When have we started an email with Hi FirstName LastName? Never. 😉 Please provide the option to enter owner's first and last names separately so they can be used individually as a field as needed.
- I'd use First Name only in email templates.
- I'd use Last Name only in formatting names of the Owner Spreadsheet files.
Shawn H
Jul 9, 2026 9:41 AM
OR Team Member
Member for 5 years
318 posts
This has been released! First and Last Name fields added on Owner, and new field codes to accompany. Enjoy!