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Can I Change How Contact Names Are Displayed?

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

Updating Display Name Templates

  • 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.

  • To change how your Contact Display Names are formatted, click on your profile icon or initials in the top right corner. Then, select Settings from the dropdown menu.

  • Click on the General Settings tab under the Settings menu.

  • Under the Preferences section at the top of the page, then select your preferred format from the Display Name Template from the dropdown menu.
  • 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 preferences at the bottom of the section to save your changes.