Clients/ Account Application Applicants; add Preferred Name

The Preferred Name is an alternative to First Name, and like the First Name is a 40 character field. It has been added to Clients and Account Application Applicants.

This could be used where a person prefers to use their middle name, or where they abbreviate or substitute their first name. For example "John Patrick Smith" might have a preferred name of "Paddy". This means that conversations with your clients can use their preferred name.

This change involves several changes, apart from the obvious:

• Client Name will include the Preferred Name in brackets, e.g., "Smith, John Patrick (Paddy)"
• Also applies to the Person Acting for Organisations
• New Salutation/ Addressee options under Global Settings to use the preferred name
• If the Preferred Name is not defined the regular First Name is substituted
• Word Document Bookmarks
• Added PreferredName, if not set will use the First Name
• finClientFunctions
• Obsoleted CreateAddresseeName, replaced with CreateAddresseeName2
• Obsoleted CreateSalutation, replaced with CreateSalutation2
• Obsoleted GetAddresseeNameList, replaced with GetAddresseeNameList2
• Obsoleted GetSalutationList, replaced with GetSalutationList2