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? PLEASE FIX THIS IMMEDIATELY! This is embarassing. If it can't be fixed within a few weeks I will finally leave for mailchimp. I'm tired of these kinds of silly mistakes being made by your firm.
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