I'm tired of getting yelled at by my clients because I address them by their formal full first name that I have for obvious reasons in the CRM but you no longer pull the "nickname" that is in Wealthbox that you used to. I just found out in December about this and it makes me look unprofessional. Why on earth would you guys remove the Nickname option from the Greeting Tag. If I call Charles Anderson Chuck all these years why on earth would I address an email to him as Charles?
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