Hello, I use Pro Reports and would like to address my customers personally.
“Dear Mr. XXX”
“Dear Ms XXX”
Doesn’t the salutation selection exist by default in mainWP? Then I guess I have to solve this via tokens.
I noticed that there are several places to add tokens.
- in the client settings
- in the child site settings
- in the Token settings of Pro Reports
Where exactly do I need to create the token?
I added it in the customer settings. However, I cannot use the token then in pro Reports.
In the site child settings, there are “Pro Reports Tokens” at the very bottom. These are all empty for me. I probably need to give the token a value there? It’s contradictory though, because [client.name] doesn’t contain a value either, but I can use it in the report.
It’s all very contradictory and UX-wise a disaster at the moment.
What is the best and easiest solution? I also don’t want to maintain my customers in 3 places every time. I already know that I will forget settings in the future.