Preferred Name in Daxko Engage

With this Daxko Engage release, we have added Preferred Name to the details displayed for members, making it easier for your team to address your members (in person and via email) by their preferred name.

For more information about Preferred Name in Daxko Operations, check out the release blog here.

If Preferred Name is defined for a member, it will be displayed in Daxko Engage as seen above on the member profile. Here’s where else Preferred Name will be used:

• Home screen: member tiles will display preferred name if that is present for a member
• Activity: users viewing tasks about members will see preferred name
• Search: the main member search now includes preferred name, and results will display that if it’s present
• Email Merge Tags: “Preferred Name” is now an option within merge tags for email; if a preferred name is not available for a member, first name will be used instead

This feature will be available on Wednesday, December 1. Please contact support@daxko.com if you have any questions.