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      Can I Change How Contact Names Are Displayed?

      Learn how to update the format of your Contact Display Names.

      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 Board cards, and on Reports.

      General Settings - Display Name

      Updating Display Name Templates

      • To change how your Contact Display Names are formatted, click on your profile icon or initials in the top right corner and choose Settings from the dropdown menu. 
      • Click on the General Settings tab under the Settings menu.
      • Click on Show advanced options at the bottom of the page.
      • Use the dropdown menu labeled Display Name Template to select how you would like your Contact names to appear.

        • 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).
      • Click on Save to save your changes.