Primary Contact Names - Canada

--0000000000002d44a805dd0669f7 Content-Type: multipart/alternative; boundary="0000000000002d44a605dd0669f5" --0000000000002d44a605dd0669f5 Content-Type: text/plain; charset="UTF-8" Hi, Next week, we are starting to include the primary contact's name in our survey invitations. We are sending the primary contacts' names as they are in Clear Care. Please ensure that the first and last name fields are written out as you would send it to them. Please review your primary contacts' names in the attached spreadsheet (All PCs) to ensure they are all external facing. The "PCs Fix" Tab is a list of primary contacts that have special characters, numbers, all caps, all lower case, etc. It's to help you focus on names that are more likely to be changed. Not all will require updating. Please make sure to: - Choose 1 first name. Unless there's an extenuating circumstance, do not have a shared first name like "Bob & Anne". - Use their formal first name, unless they strongly prefer to be called something else - Remove numbers - Remove special characters that are not a part of their name - Remove all descriptors for internal purposes e.g. (Autopay) or (Grandmother) - Capitalize the letters in their name appropriately. Do not have all caps or all lower case if that's not how their name is written. Best, Alex -- Alex Hodges Manager Customer Experience * Please note my email has changed: * ahodges@thekey.com TheKey.com [image: TheKey] --0000000000002d44a605dd0669f5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, Next week, we are= starting to include the primary contact's name in our survey invitatio= ns. We are sending the primary contacts' names as they are in Clear Care. = Please ensure that the first and last name fields are written out as you wo= uld send it to them. Please review your primary contacts' names in the attached spr= eadsheet (All PCs) to ensure they are all external facing. The "PCs Fi= x" Tab is a list of primary contacts that have special characters, num= bers, all caps, all lower case, etc. It's to help you focus on names th= at are more likely to be changed. Not all will require updating. = Please make sure to: Choose 1 first name. Unless there's an extenuating ci= rcumstance, do not have a shared first name like "Bob & Anne"= . Use their formal first= name, unless they strongly prefer to be called something else Remove numbers Remove special characters that are not a pa= rt of their name Remove = all descriptors for internal purposes e.g. (Autopay) or (Grandmother) Capitalize the letters in th= eir name appropriately. Do not have all caps or all lower case if that'= s not how their name is written. Best, <p dir