add a preferred name field
It would be nice to have a field in the client data area for their preferred name. We need to have legal names as well but want to be able to keep track of what our clients prefer to be called.
6
votes
Preston Colven
shared this idea
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Kelli Love
commented
Leviticus would like the ability to add a client preferred name as well as legal name to their client profiles. They need to keep legal name information, but would like to send client comms using only the preferred name. Setup similar to employee names and alias.