Paula Elfont (Customer) asked a question.
Preferred name/Nickname
Where do you put this on contact cards?
Preferred name/Nickname
Related Questions
Nothing found
Loading
Paula Elfont (Customer) asked a question.
Where do you put this on contact cards?
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Dear Paula,
Thank you for your question. A Preferred Name can be put in the person's card under Personal Details > Other > Person Notes or under the Notes & Other tab of the card. If you would like to see a new field for this in future LEAP releases, we recommend submitting feedback to our Ideas and Feedback hub.
Kind regards,
Misty Petty
Help Desk Technician
For an individual, you can open the card and go to "Details." Go over to the "Letter Dear" box and unclick "Auto."
Then type the contact's preferred name in the box. When creating templates, you can then insert the "Dear" field instead of first name.
Unfortunately, though, if the card is for a person who is also part of an organization this will no longer work. For example, if you have a card for "T. Joe Smith," you can have an individual card that has full name of "T. Joe Smith" for when the full name is more appropriate and the "Dear" field in the template to have "Joe" when that is more appropriate.
However, if you have a Card for a law firm with more than one attorney and you include Joe as one of the attorneys in the firm, you're stuck with "T. Joe."
Thanks Scott. This is helpful but not as comprehensive as it should be for engaging in day-to-day contact with clients.
Thanks Misty. I just made a suggestion. I think this information is something that needs to be on the front of cards, not just in a note section where staff might not see it before speaking to a client.