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FYI - solution already exists
Phase 1 per:
https://knowledgeportal.pageuppeople.com/hc/en-gb/articles/20368880878489-Displaying-preferred-names-consistently-throughout-Admin-Phase-1-Deployed-to-Live-2-Aug-2023-
Phase 2 per:
https://knowledgeportal.pageuppeople.com/hc/en-gb/articles/21542374396953-Displaying-preferred-names-consistently-throughout-Admin-Phase-2-Deployed-to-Live-4-Oct-2023
preferred names should be in general communication templates but I would have thought formal contracts would use actual name
It can be devastating to individuals that the system and communications have their "dead name" showing. I agree with Mark, this is necessary in the merge fields for communications as well.
Agree. Where a preferred name exists, it should be displayed to the user across the system.
some logic behind the merge fields would be required e.g. Preferred first name merge field selected, if preferred name is present then use that merge field otherwise drop back to first name merge field