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Created by Mary Bechtold
Created on Jun 18, 2026

Be able to enter Nickname 1 or 2 In assistant

It would be great to be able to either select a client by nickname one or nickname two in the billing assistant detail page. Currently, you can see both but only search by one. Most of our staff put both the client name and number but one partner puts only the client name. therefore I have to switch back and forth.