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'Ability to add a preferred name for owners' has been merged into this idea

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Have a Tenant/Owner's "Preferred" Name show in the Contacts View.

Have a Tenant/Owner's "Preferred" Name show in the Contacts View. At the moment you can only view a tenant's preferred name if you open up the Contact to amend it. It would make a huge difference when making phone calls to have the preferred name show on the main Ownership/Tenancy screen.

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Kate Lawson shared this idea  ·   ·  Report…  ·  Admin →

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  • Rosemary Hancock commented  ·   ·  Report

    This is such a basic important feature. We are all so time poor to be not able to quickly see the owners assumed name causes time delays which impacts productivity. Can you please have an update on this as a priority?

  • Rosemary van der Velden commented  ·   ·  Report

    This is an important feature! Given we have so many owners that have a preferred name and would allow us to continue our personal service. Can we have an update as to when this will be actioned as notice this idea was in 2023!

  • Kate Lawson commented  ·   ·  Report

    Yes, it is so important to maintain relationships with Owners! We need to be able to easily see the Owner's preferred name.

  • Alison Jacobsen commented  ·   ·  Report

    Vital!!!! I have so many Asian owners/tenants with 'western' names - please make this happen!

  • Helen Marx commented  ·   ·  Report

    Many of our clients have requested this feature.

  • Ryan Schache commented  ·   ·  Report

    Be able to see an owner or tenant's preferred name without having to click edit on their details.

  • Ryan Schache commented  ·   ·  Report

    Can the preferred name be made visible on the contact page ie. owner or tenant. Currently it doesn't appear unless you edit a contact's details.

  • Amanda Barker commented  ·   ·  Report

    The "Preferred Name" is available in the Contacts tab of Business Insights but does not exist to the Contact profile so appears blank in the reporting. Would be good for this to be included to the Contact and a merge field available to utilise the field in all communications.

  • Bonnie Ryan commented  ·   ·  Report

    Contact Cards to include a 'preferred name' and then that name displayed on Ownership card.