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?
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Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 3 years ago

Stuart Boyle
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 3 years ago

Stuart Boyle
Get notified by email when there are changes.