Add an option for name pronunciation
We have several clients with unusual or difficult to pronounce names. Right now, we keep information on pronunciation in the Important Info section, but it would be really convenient to have this displayed more prominently or closer to the name on the top of the contact record.
Paul Carlson commented
Yes, PLEASE add the pronunciation field. You took the time to add 'preferred pronoun' but can't add a field to properly pronounce someone's name? We speak someone's name waaay more than we use their desired pronoun. Thank you in advance for fixing this!!!!
Elizabeth Vodde Sweeney commented
I agree with the speaker icon next to the name for pronunciation, but when you click it then it would show the pronunciation typed out (not like someone is going in there and recording the current pronunciation). I currently type pronunciation out for certain clients in quotes and then have to delete it on reports when I run them, esp on email reports.
Rachel Crawford commented
Please add a field where we can phonetically spell the pronunciation of the client's name. We have multiple clients that have a last name that is spelled exactly the same, but pronounced completely different. It would be very helpful to be able to see how the name is supposed to be pronounced when looking up the client's information.
We type the client name phonetically after the first or last name that may be difficult to pronounce based on spelling. However, this (phonetic) name also appears on address labels, etc. It would be great to have a separate section for a phonetic spelling/pronunciation of the client's name.
I like Ryan's suggestion about a speaker icon that plays the name pronunciation
There are many times we need to add a pronunciation of a name. On the receiving end of that... It's always nice when my name is pronounced correctly and a nice touch especially for the specialized services of Financial Advisors. Financial advisors and their staff should know how to properly pronounce their clients' name!
I agree with having this information in the client's "Basic Info" section.
Ryan Neill commented
It would be awesome to just have a speaker icon display next to their name that plays when you click it