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Previous names used
Posted: 19 Sep 2005 01:28 PM |
| I was just curious if we could have a place on the 'general' form to list previous names used (in case they get married)? Thanks! |
Shannon C Gonzales |
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Re: Previous names used
Posted: 19 Sep 2005 02:47 PM |
| Could you track that information in a note? |
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Re: Previous names used
Posted: 19 Sep 2005 03:05 PM |
| I could, but honestly, most people won't think to look there. It would be more helpful if it were on the main page. |
Shannon C Gonzales |
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Re: Previous names used
Posted: 19 Sep 2005 03:26 PM |
I hear what your are saying, but, if we add this field to the general form, we will hear from other customers complaining about the additional clutter it created. So i hope you can understand the postion we are in.
The notes are also printed in the file summary report. It's probably a good practice to have your staff print and review the summary report before they meet with clients (that's just a suggestion though.)
Worst case, is this possibly something you can handle procedurally by training your staff to reivew the notes? |
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Re: Previous names used
Posted: 21 Sep 2005 07:45 AM |
Hi Shannon,
I was giving this some more though...
FYI:
You may try putting prior names in the "Keywords" field on the General form. This field is a "fee-form" field that you can be used for anything. You can also search this field from the search screen -- allowing you to search by the person's prior name. This statifies your requirement to keep the prior name on the General form and adds the ability to search.
Hope that helps. |
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Re: Previous names used
Posted: 21 Sep 2005 08:15 AM |
| That should work...thanks!! |
Shannon C Gonzales |
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