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Client Salutaion & Nicknames

I just noticed that the only way to get the nickname in the client salutation is not not have a title (i.e. Mr). Also that is the only way to have the salutation be “Dear firstname”.

Not sure if this is what Taxcycle intended.

I want my letters to be more informal. I would like them addressed to “Mr. Firstname LastName” and the salutation be “Dear Firstname,”

I’ve updated my client salutation template so that if there is a Nickname it is used even when there is a title.

It looks like this

Mr. John Doe
PO Box 1
Town, Pr A0A 0A0

Dear John,

If there’s no nickname then it is:
Mr. John Doe
PO Box 1
Town, Pr A0A 0A0

Dear Mr. Doe,

Thanks
Nicole