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Client status email notifications

Not a major issue however, the FF asks what the client would like to be known as i.e. Thomas Jones, prefers to be known as Tom. Then when the notification emails are sent it uses the full name (Thomas).

This make the email less personal.

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Andy Jenkins shared this idea  ·   ·  Report…  ·  Admin →
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  • Les Whitfield commented  ·   ·  Report

    If the system does not use the 'known as' information, what is the point of asking the question? It just frustrates the client who has specified the name choice only for it to be ignored. I agree with the originator, Andy and Robin.

    I suggest that the system auto-populates the field with the client's first name whilst allowing the client or advisor to edit that field, which cannot be left blank. The system then can default to using that field when addressing the client

  • Robin Davies commented  ·   ·  Report

    I agree with Andy that this issue makes the communications from S365 less personal and it is worse when the client doesn't use their first name which the system defaults to use.