Customer Preferred Name
A customer may prefer to be called a different name from their Legal Name. Enter the legal First and Last name in the customer profile that corresponds to their identification. Optionally, enter a "P…
A customer may prefer to be called a different name from their Legal Name. Enter the legal First and Last name in the customer profile that corresponds to their identification. Optionally, enter a "Preferred Name" into the customer record.

How did we do?
Merging Customer Profiles
Edit the credit available to customers