Identity field
Add a field in the update individual demographic box for a place to enter information to help with client identification for people that have similar names, ex. Stuart A. Snell (father) and Stuart A. Snell (son). We had Skip's son in the nickname field and FMG Suite sent a birthday greeting titled Skip's son. It would help our new rep know which is which since he isn't as familiar with clients yet. It comes up when you pull the client up instead of having to search their demographics for it.
2
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Cathy
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