Users need to show both the client’s information and their agent’s information in a single email template or pest lead export—for example “Client: [name], Agent: [email].” Right now the system only fills in one primary recipient, so they can’t display client and agent together in pest lead formats or in internal templates. They want placeholders that are clearly tied to each contact role (client, client’s agent, etc.) so the right name and email appear in the right place.
Why it matters: This is needed for pest lead compliance and for clearer internal emails.
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Completed
New Features
[User] Blocked
About 2 months ago

Ryan Wagner
Get notified by email when there are changes.
Completed
New Features
[User] Blocked
About 2 months ago

Ryan Wagner
Get notified by email when there are changes.