Using a Preferred Name

Using a Preferred Name

My Clients Plus now allows for each client to have a preferred name. The preferred name will show in client-facing notifications and the parts of client-facing documentation.   This preferred name will appear in a number of places:

  • Client List
  • Calendar Appointments
  • Reminders 
  • Client Portal

Client List:

When you enter a Preferred Name in the Jituzu Client record, it will appear in the Calendar Client Name drop down as the legal name with the preferred first name in parenthesis.  

Once you save the client appointment, you will only see the preferred name.

A reminder or FYI will show the Preferred first name:

The Preferred Name will also be used in the Client Portal when the client logs into their Client Portal on a browser.

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