As of Cobalt 3.11+, we added a Name Change Request process that users can go through on the Portal to formally request their name (first, middle, and/or last names) be updated, with staff approval prior to changes taking effect.
Process
- Portal user goes to the portal and clicks the Request a Name Change link on the Profile tile
- Portal user fills out the name change page and Submits
3. In Dynamics, a Pending Name Change record is created related to the contact
4. Staff has three options here, Deactivate the record as Approved, Denied, Canceled
Approved: Contact's name is updated
Denied: Contact's name is not updated
Canceled: Request is canceled and Contact's name is not updated
Setting Visibility (Show/Hide)
As of Cobalt 4.1+, displaying the name change is now controllable on the portal home page web element designer.
Process:
- From the portal URL home page, navigate to /WebElementDesigner.aspx
- Click the left arrow on Web Element Generator
- Click Configure Element
- Click 'Edit User Profile'
- Then select the option to display Name Change
