XPM - Add a Preferred Name for Trusts, as well as the Display Name
Have display name/preferred name field for trusts too. Some trusts have the same name. It will be good to be able to identify them from displayed name rather than having to go through the contacts or group page. We just need to put in a bracket at the back of their trust display name the group it belongs to.
Can have the actual entity name somewhere else.
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Loc Trinh commented
We have several instances where 3-4 trusts will have the same or similar name, it would make life easier if there was a display name option. Otherwise, if we were to put the bracket in the name, it also flows on through to the tax returns etc,. This would also be great if it applied to non individual entities in general, its sometimes easier to identify clients by there business names.