Additional Names for a Client

A client may be known by more than one name in Legal Server (e.g., a maiden name or an alias). You can enter those Additional Names depending on the site configuration.

Site Administrator Notes:

There is a legacy static process that is not enabled by default. That process does not force a conflict search on additional names added.

By default, most sites are configured with an Actions menu link called something like "Additional Names for Client". That link is a dynamic auxiliary process that calls a form that uses the Conflict Search Results block, which forces a conflict search on any additional names added in the Additional Name section.

Related: Admin > Lookups > Additional Name Types 

Display options:

Additional Names Block

All Additional Names field (also available for FlowBlock)

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