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🚨New CMA Field: Nicknames

Keen to capture the legal name, but don't want to address your client as such? Now you can add a Nickname to your CMA, allowing you to quickly address clients by their preferred name in the letter while maintaining legal accuracy in formal fields.


  • Perfect for trusts and companies
  • Keeps formal fields intact
  • Enhances client rapport


Find the new field in your CMA Studio and insert in with dynamic field: @nickname