Why is the Salutation Merge Field being picked up from an incorrect Client Contact?

Issue
For practices integrated with Xero Practice Manager, when using the Salutation Merge Field for a client that has more than one Contact in Xero Practice Manager, this is picking up the name from the first contact. How do we control which Contact is used?

Cause
In Xero Practice Manager, none of the Contacts is set as the Primary Contact, so the first in the list is used.

Solution

  1. In Xero Practice Manager, edit the Contact to use as the Primary Contact and click Set as Primary Client.

  2. Ensure you have synced the information from Xero Practice Manager.
    Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager and to Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.

  3. Create the email again and check the Salutation shows as the Contact marked as the Primary Contact.

 

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