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


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.


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