Show "Known as" name in client list/search results etc

Under Review

Contacts (Clients / Prospects / Employees / Introducers)

stuartboyle

Because apparently no one goes by their given name!
It can cause confusion if we know a client, Robert Charles Loblob for example, as "Chuck". He'll show as Robert Loblob in the client list, search results and other areas - if less in-the-know admin staff are trying to find his record in Plannr, they might not know he's actually a Robert.

Maybe show names as Firstname "KnownAs" Lastname?

a year ago

zoecoxon

marked this post as Under Review

4 months ago

zoecoxon

Hi Stuart, thanks for raising this! I have put this forward to the developers to be looked into.

4 months ago

zoecoxon

Hi Stuart, this should now be working for you as per the improvements to the search functions that have just been released :) I won't mark as Completed just yet as you can't search by Known As name in the client list just yet

3 months ago (edited)

zoecoxon

marked this post as Completed

3 months ago

zoecoxon

marked this post as Under Review

3 months ago

Hi there 👋

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Show "Known as" name in client list/search results etc