Client Name Display for clients with same name

Please can we have the option to show client's middle names for all functions, particularly for clients who share the same first name and surname. This is confusing when searching for a client, assigning a task, adding relationships, linking joint accounts, reporting filters (prior to the output), and other day to day functions.

We have a few clients that have the same name and same adviser but it is hard to distinguish these without going into the full client page. It would be helpful if middle names could be displayed to differentiate clients that happen to share the same name but are not related.

For example: John Adam Smith and John Brian Smith would show in searches, as John Smith and John Smith.

At the moment you can distinguish these by their emails (shown underneath), but emails can also look similar and not everyone in a team will know a client's email without going into the client page.

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Accepting Feedback

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Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

About 1 year ago

Author

Maikay Davey

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