Make first and last name optional fields for account creation when it's a company profile
🔍 Problem Statement
When creating an account for a company or organisation, Pelcro still requires first and last name fields. This is unnecessary for corporate accounts and creates friction during onboarding — admins must enter placeholder values, which pollute customer data.
💡 User Story
As a Pelcro admin, I want first and last name to be optional when the account is a company, so that corporate accounts can be created cleanly without placeholder name data.
🎯 Definition of Done (DoD)
A feature is done when:
✔️ Given account creation for a company, when the admin omits first and last name, then the account is created successfully using only the company name — and the customer record displays correctly in the dashboard and API without placeholder values.
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Comments2
Sarah Graham
Sep 17
•Merged request
•2 votes
Middle Name/Initial
🔍 Problem Statement
Pelcro's customer profile has no dedicated field for a middle name or initial. Users currently append it to the first name field, which leads to inconsistent data, unreliable name-based searches, and formatting issues in communications and exports.
💡 User Story
As a Pelcro admin, I want a separate Middle Name/Initial field on the customer profile, so that middle names are stored consistently and don't pollute the first name field.
🎯 Definition of Done (DoD)
A feature is done when:
✔️ Given the customer creation or edit form, when an admin enters a middle name or initial in the dedicated field, then it is stored separately from the first and last name, and appears correctly in the customer profile, exports, and any name-formatted communications.
Rana Haleem
Dec 18, 2025
Alot of customers have initials and middle names, if we can add a new input field for the middle name