Can I change how my Contact name’s are displayed?

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

To change how your Contacts' names are displayed:

  • 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