How to bring in the "Preferred Name" for Annual Statement Cover Letter's

Menu -> companies -> Go into company profile

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Step 1 : The client will need to enter the end clients “preferred name” into the signing contact information section of the companies profile page.

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Step 2 : The client will need to amend the cover letter How to customise and upload more than one cover letter for an Annual Statement to include the new code %INFORMALNAME%  that will replace the existing code %First_Name%.

 

  • PLEASE NOTE: Once the Cover Letter has been amended and saved, only new Annual Statements received after the amendment will include the preferred name.

 

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