How to Edit a Preferred Name
Preferred name is a Client, Best Contact, and Referral Source field that is useful for email personalization with Placeholders (learn more about them here). While Senior Place automatically assigns a person's first name as their Preferred name, you may want to make adjustments if the individual likes to go by a nickname instead.
Follow the steps below to change a Client, Best Contact, or Referral Source Preferred name:
1) Navigate to the Relevant Profile
Note: Only Clients, Best Contacts, and Referral Contacts have a Preferred name field.
In this example, we want to change a Best Contact Person's Preferred name. We navigated to the related Client profile to access that field.
2) Click the Pencil Icon
Find and click the Pencil Icon under the Name field.
3) Edit the Preferred name
In this example, we changed Jennifer to Jenny.
Have more questions? Feel free to reach out to us at support@seniorplace.com!