To bring in the "Preferred Name" for Annual Statement Cover Letter's, see the following steps:
Step 1 : Navigate to Menu > Corporate Messenger > Companies
Step 2 : See full profile of the relevant company
Step 3 : Scroll Down to the "Contact Information" and Click on Edit
Step 4 : Enter the end clients “preferred name” into the signing contact information section of the companies profile page and then click "save".
Step 5 : Amend the cover letter to include the new code %INFORMALNAME% that will replace the existing code %First_Name%.
- NOTE: Once the Cover Letter has been amended and saved, only new Annual Statements received after the amendment will include the preferred name.