ResearchPoint Ideas

Is it possible for RP to show the suffix at the end of a name on the main page of a screened prospect?

The main page shows the first and last name, and when available middle initial. But when there is a suffix, the user has to go in the biographical tab to find that information. This is imperative information when confirming/rejecting information and would be most helpful if it populated on the main prospect page.
  • Guest
  • Aug 13 2015
  • Shipped
Prospect Record
  • Jan 31, 2019

    Admin response

    In our Q1 2019 release, we implemented a way for you to customize how the name appears when you are on the record.

    To manage your name formats, go to Prospects > Manage Name Formats.

    To choose which format to use, go to Prospects > Wealth Page Display Name

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  • Guest commented
    April 08, 2016 21:58

    Agree!  Also would like the ability to customize how a prospect's name shows - some people go by Middle name or Nicknames.

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  • +4

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