Contact role specific variables

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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Upvoters
Status

Completed

Board
💡

New Features

Tags

[User] Blocked

ETA
Feb 20, 2026
Date

About 2 months ago

Author

Ryan Wagner

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