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, it's using a different contact for the one we want. How do we control which Contact is used for the Salutation?
Cause
The Salutation field will default to the Primary Contact's Salutation, or remain blank if a Primary Contact is not selected.
For practices where FYI as Primary for Client Maintenance is enabled, entering a Client Salutation on the Client - Summary tab will override the default Primary Contact details.
Solution
Selecting a Primary Contact
If your practice is not using FYI as Primary, the Salutation will default to the details of your Primary Contact.
Depending on your chosen Practice Management source, the Primary Contact is managed in:
- Your integrated Practice Management solution e.g. Xero Practice Manager, MYOB etc. This includes all Practice Sync integrations.
- Within FYI directly, available for practices where FYI as Primary has been enabled in the Practice Settings.
Refer to Nominating the Primary Contact for a Client.
Updating Salutation in FYI 
For practices where FYI as Primary for Client Maintenance is enabled, the Mobile or Salutation details will be retrieved from:
- The Client - Summary tab.
- The Primary Contact.
- Or displayed as blank, if details have not been entered for either the Client or the Primary Contact.
To update the Salutation, navigate to the Client - Summary tab and click the Edit icon. Refer to Editing Client Details.