Nickname field, especially for sending pledges!

It's very limiting to only have one first name field - especially when we are sending follow up communications through the program. Many of our contacts have a formal name and a preferred/nickname that are different. It would be great to have at least two fields so agents could see the "official" name and follow up communications can use the preferred names of prospects.

  • Perry Radford
  • Jan 9 2021
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