Enter Nickname when Adding Customer | Voters

Enter Nickname when Adding Customer

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Howard Rosenberg

Would be easier to enter nickname when first entering customer on their card rather than having to go to the credit app screen to enter their nickname.

Austin Vokoun

It would help to show on their contact card on the app as well. I feel that sometimes when I am working remotely I forget they had a different name than what is legally on their ID.

Jacob Coleman

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Jacob Coleman

Hi Howard, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive an updates automatically.

Howard Rosenberg

Doesn't matter how often. The idea of having to go to a different screen while you are first entering the customer into the system takes extra time.
See above and even if it is past the original visit it just makes more sense to modify a customer's name on the edit screen rather then the credit app. If it is a cash deal you wouldn't ever go to the credit app.
My opinion initial customer card would be best.

Thank you.

Shelby Parker

Hey Howard, thanks for your feedback! I have a few more questions for you:

Can you provide more context on how often you need to enter a customer's nickname?
Are there any specific scenarios where having the nickname field in the initial customer card would be particularly beneficial?
Would you find it useful to have the nickname field in other areas of the CRM, or is the initial customer card the primary area of concern?

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