Adding an alias / 'known as' information to a Client

A text field is available on the Client record called 'Client Known As'. The purpose of this field allows capturing client alias(es).

Capture multiple potential aliases for a Client contact under General > Client Information > Client Known As. 

 

Multiple aliases/additional names can be added to this field by separating the names with a comma.

 

Once you have entered any additional aliases, click Save from the top ribbon bar.

 

 

 

To search Client company names by aliases, add the Client Known As column to the Clients search page.