General Settings
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      3. General Settings

      Can I Change How Contact Names Are Displayed?

      Using the Advanced Options, you can change how your Contacts' names appear.

      Updating Display Name Templates

      • Click on your profile icon or initials in the top right corner
      • Choose Settings from the drop-down menu
      • Within the General tab, click on Show advanced options (located toward the bottom of the page)
      • Use the drop-down menu labeled Display Name Template

      General Settings - Advanced Options

      You can choose to have your Contacts display as "FirstName LastName" (ex: Jane Doe), LastName, FirstName (ex: Doe, Jane), or as the first address line (ex: 9091 Buena Vista Drive).


      The Display Name is what you see at the very top of a Contact's information panel. It will also appear within the Contact List, on your Boards, and on Reports.

      General Settings - Display Name