連絡先からのメールに配信で敬称をつける方法
いつもお世話になっております。
ZohoCRMの連絡先に登録されている顧客に、連絡先タブからメールを送ってみました。
テンプレートも設定できて簡単に送信されますし、開封したかどうかもわかるので便利ですね。
しかし、送信先の宛名に敬称「様」がついていませんでした。
《連絡先の画面》
連絡先の画面では「様」がついています
※弊社では連絡先タブの名称を取引先責任者に変更しています。
《メール送信先》
連絡先には敬称が表示されません。
送信先に敬称なしで送られてしまう結果となっております。
また、カスタムタブからもメールが送れるので顧客の納品情報屋契約情報などカスタムタブに登録した内容を記載して送れるのでこれも便利だと思います。
しかし、宛名には、カスタムタブのレコード名が表示されてしまいます。
《カスタムタブ画面》
レコード名：M46
《メール送信先》
宛先がレコード名になっています。
ZOほCRMのタブからのメールはとても使いやすそうなので利用したいのですが、この点が引っ掛かっています。
ZohoCRMでメール配信をされるときに敬称が出るような方法、もしくはZohoCRMからのメール配信ではなくほかの方法など、回避方法をご存じないでしょうか？？？
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