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. This setting also controls the salutation in emails alerting clients to new comments on client tasks:
- First + Middle + Last
- Last, First + Middle
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.