Salutation and Nickname Display

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    Natalie Hoshing

    Hi justin

     

    We have been struggling with this issue for a long time and tried several solutions. what we have just started doing is putting the nickname in the salutation field, this will pull the clients file when a nickname is typed in the search bar and does not interfere with the address labels when exported/printed. 

    hope this helps

    Natalie

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  • Hi Justin and Natalie, 

    Thank you both for your feedback on this topic! The salutation field is definitely a good workaround. Another option is to create a Nickname form context field (see how here). This field will appear in some parts of the app but not all, so we have taken note of your suggestion regarding where this field should appear and will convey it to our product team. 

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    Raphaela Souza

    Hi all,

    Would be great to have it displayed in the client overview page.

    As mentioned by Justin we also have clients who simply don't want to be called by their names and in some cases it can even trigger traumas. 

    Most staff use the client overview page information as main source of information, not checking clients demographics. 

     

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