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