Advisors/agents now see a contact’s preferred name instead of their first name, when sending, receiving, or reading messages from them on Relate. Using preferred names allows advisors/agents to adopt a client-centric, personalized, and respectful approach to communication that can strengthen customer relationships. Preferred names now appear in Relate’s Conversations tab as well as in the messaging window. The contact must have a preferred name on the Contacts page in order for a preferred name to replace their first name. To add or edit a preferred name, go to Contacts in the side menu, search for the contact for whom you would like to add a preferred name, and then click on the pencil icon in their row. This opens their contact card, where you can add or edit their preferred name in the Personal Information section.