How to Edit a Preferred Name

Preferred name is a Client, Best Contact, and Referral Source field that is incredibly 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 currently have the 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.

4) Collapse the Preferred name field (optional)

After making edits to the name, if you'd prefer the original, compact view, click the up arrow icon ∧.

Have more questions? Feel free to reach out to us at support@seniorplace.io!