We struggle with this issue across any platform that we have to enter client names- both individual and business clients.
For our tax software, we have to list the client legal names for the tax filings. But a lot of clients don’t go by their legal names, so we have struggled over the years on how to capture both the legal name and “known by” name in our CRM.
Ex: Client goes by Scott and wife goes by Rebecca (both their middle names). But their first names are entirely different.
How does everyone handle this in Karbon? When emailing clients or calling them, we want to use their “known by” names. Not every person in the firm will know who goes by what.
On the Contact types in Karbon, the Person type does have a field for Preferred Name, but I don’t see this appear anywhere other than the detail tab of the contact’s card.
On the Organization type - there is no field for a dba so we have issues here with our business clients where they have a legal name and dba.
Any suggestions on how to handle this? I’d love to hear what others are doing!!
Best answer by CoralView original