×

Get in Touch

Need a hand? We've got you covered.

Frequently Asked Questions aero-right Personal Settings aero-right How can I adjust the name format for my contacts and leads?

How can I adjust the name format for my contacts and leads?

Personal Settings Updated on July 20, 2017

There are several places where the first name and last name are displayed for your contacts and leads. This includes:

  • at the top of contact and lead record detail pages
  • whenever your contact or lead names are shown in record lists
  • in reports

If you’d like to change the order in which the salutation, first name and last name are displayed, you can do so on the Name Format page with a simple drag and drop control. Any change made here only affects you and not other users.

To access the Name Format page

  1. Sign in
  2. Click on your name at the top of the page
  3. The User Dropdown menu will appear. Click on the Settings button
  4. The Settings Page will appear. Click on Name Format under Personal Settings

 

Did this answer your questions?
0 0

Can't find what you're looking for?

Send us an Email