Preferred Name should be the prominent display name

[Christine Burns]

Wishlist request

EG 3.5+

If patron preferred name values are entered these should be prominently displayed in the patron summary.

Currently the patron preferred name appears in smaller font under the legal name.

If patron preferred name values are entered these values should be used as the main display name in patron summary.

[Jane Sandberg (sandbergja)]

Agreed -- preferred name is what we need prominent for customer service work.

[Shula Link (slink-g)]

Agreed; preferred name should be the default for most staff interactions.

[Terran McCanna (tmccanna)]

See also: https://bugs.launchpad.net/evergreen/+bug/1924621

[Elaine Hardy (ehardy)]

I think it should also display prominently in the user account to assure the patron that the preferred name is dominant else where.

[Jeff Davis (jdavis-sitka)]

Working branch user/jeffdavis/lp1924185-prominent-preferred-name has two relevant commits:

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/jeffdavis/lp1924185-prominent-preferred-name

The first commit uses the preferred name (when available) as the prominent display name in the patron summary, and moves the official/legal name to an "Official Name" field just below the ID fields. We could go further and hide the official name field by default, since staff don't need it for most transactions and patrons may not wish their legal name to be plainly visible.

The second commit uses preferred name rather than legal name in the top nav bar when logged into the Bootstrap OPAC, and puts the preferred name before the legal name in My Account preferences in both Bootstrap and TPAC.

[Jeff Davis (jdavis-sitka)]

I've targeted this to the next round of point releases, since our libraries who use the preferred name field consider the current behavior to be a bug.

[Jennifer Pringle (jpringle-u)]

I tested this on our 3.7 test server and it works as expected in both the patron edit and My Account in the TPAC. (We are not currently using Bootstrap so I have not tested it there.) We're planning to start using this fix on our live servers later this month.

I'm not signing off because I'm from the same organization as Jeff and the patch should be tested by someone outside of Sitka.

[Michele Morgan (mmorgan)]

This looks great! My signoff is at:

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/mmorgan/lp1924185_signoff

[Jane Sandberg (sandbergja)]

Thanks, Jeff, Jennifer, and Michele! Pushed both commits to rel_3_6, rel_3_7, and master. And the first commit only to rel_3_5, since the second commit includes some bootstrap opac-specific stuff.