Some attorneys prefer to view their contacts list to show Last Name, First Name. Now you can, along with changing the way that matter and usernames appear. You can edit this in the "Company Settings" section of your Settings page.

The display name settings will allow you to change the display name of all your contact, matter, and user names.

The available options are:

Contacts

  • First Middle Last (Default)
  • Last, First Middle
  • Number - First Middle Last
  • Number - Last, First Middle

Matters

  • Contact name - Matter name
  • Contact number - Matter name
  • Contact number - Matter number - Matter name
  • Number - Contact display name - Matter name
  • Number - Open year date - Open month date - Matter name
  • Number - Open year date - Matter name
  • Number - Matter name
  • Matter name (Default)

Users

  • First Middle Last (Default)
  • Last, First Middle

What happens now?

When you save your display name settings, all your contact, matter, and user names will update to reflect your changes. It may take up to 30 minutes to update all of your contacts and matters depending on the amount you have in your account.

Enjoy!

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