Preferred Name
planned
Kristen Salinas
It's really becoming tricky for me to figure out who is who since I have so many clients with the same name (e.g., John Robert Smith III who goes by Bob, John Robert Smith Jr. who goes by John, John Robert Smith Sr. who goes by Johnny). I cannot see the suffix when selecting the primary client on a trip or a booking (only their email address and phone number). So, unless I know each traveler's phone number or email by heart, I need to look up this info in order to figure out which John Robert Smith is the III, Jr and Sr. I'm making up these names but I currently have this issue across several clients.
A
Added Mammal
I'm excited to see that this is planned. Can we also make the default on the page you land on when you click on Clients to be Preferred Name as the first column and then last name? Currently it's First Name and Last Name. It would help our team to always be reminded of the name the clients go by instead of their formal first name. Thanks so much!
Jacey Jones
planned