Contact Settings
Change the preference for how your contact names are displayed and create contact types for segmentation of your clients
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Contact Settings can be found by navigating from Main Menu > Settings > Contact Settings

Here, you are able to choose what order your People Contacts names are displayed in, and adjust Contact Types.

People Contacts Name Order

You have two options for Contact Name display:

  1. First + Middle + Last 

  2. Last, First + Middle

Contact Types

Contact types allow you to categorize contacts into groups, to help you filter and keep track of your different types.

These can be edited or removed. Further contact types may also be added to suit your firm's needs.

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