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Status Gathering interest
Workspace Case Management
Created by Guest
Created on Oct 11, 2024

Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc

Right now, any document generated uses the name you have put in "John Harry

Anderson." But if he always went by Harry Anderson then the contract, front

door sign, flower cards, etc, will automatically generate his full name,

which wouldn't be preferred. Also, our funeral home runs a report every

fall to create our list for families for our Service of Remembrance. We

would prefer for it to list the names by "preferred name" if we have input

one. Maybe there could be a check box next to the preferred name spot to

tell it to override the legal name for certain documents/reports?

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