Preferred name position in Search Contacts



  • Jeremy Rota

    I agree and second it. The preferred name has recently been added. I would suggest that maybe it should be consistent with the contacts page and elsewhere as you generally start with the first name most other places in axcelerate
    ie. First, Middle, Last, Preferred.

    There are a number of things that could be refined with the preferred name as mentioned in these.
    Use of Preferred Names in Merge Docs
    Use Preferred Name in Merge Docs

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  • Pip Austin

    I definitely feel that the preferred name should be second after the first name.
    Due to now using USI we often are familiar with a clients proper name instead of their preferred name. In saying that it is great that we are actually able to search by preferred names now though.

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