Add Title Prefix or Suffix to Credit App
gathering votes
N
Nelson Paulino
It would be great if we could have a field for gender. Sometimes, with all the foreigners names we have to deal with, is hard to know when to use Mrs. Ms. or Mr. to refer to a customer in an email or text message (I always call my customer, in a public communication, Mrs., Ms. or Mr., even if the customer is my son, sister-in-law or even my wife). With American names sometimes is confusing, too: Leslie, Robin, Kim, Sandy, etcetera. Thanks in advance...
Drew Adler
Merged in a post:
Add the Suffix option to Customer's name
Jonathan Schultz
We need to be able to mark if a customer is a JR, SR, I, II, III & etc... currently it has to be added to the last time but that doesn't carry over to the credit site correctly and we don't need to miss correcting that and potentially throw a red flag on a customer...
Drew Adler
Merged in a post:
Adding Ability to add Suffixes (Jr, Sr) to Customer Profile
P
Philishia Crum
Adding Ability to add Suffixes (Jr, Sr) to Customer Profile
Drew Adler
Merged in a post:
Adding a Salutation to Customer Name
T
Thomas Couch
adding a salutation such as Dr. or Prof. to a customer name or even Rank if in the military would be a nice addition.
Drew Adler
Merged in a post:
Pronouns/Title Options
J
Jennifer Bell
I would love to be able to put a customers pronouns or title (mr, mrs, dr) on their customer card!
A
Andrew Elliot
I run into funding issues because there is no way to add suffixes (JR, SR, II, III, etc.)
Drew Adler
gathering votes
P
Paul Alvarado
Agree
Shelby Parker
Hello Nelson Paulino! I have a few more questions for you:
- Would you like the gender field to be optional or mandatory during customer data entry?
- Should the system automatically determine the appropriate title (Mr., Mrs., Ms.) based on the gender field, or would you prefer to manually select the title for each customer?
- Are there any specific gender categories (e.g., non-binary, prefer not to say) you would like to include in the gender field?
B
Brandi Villegas
I don't know why this isn't a required field. Let's get it added! Shouldn't be a feature request. Should be automatic.
B
Brigette Cantrell
We should be able too add the abbreviation. :)
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