Contact name formatting
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By default, TaxDome displays contact names in the [First name] [Last name] format (e.g., John Doe). You can customize how contact names appear throughout your account to match your firm’s preferences or regional standards.
Set contact name formatting
Follow these steps to set your preferred contact name format which will be used by default:
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Go to Settings > Firm Settings from the left menu bar.
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In the Contact name formatting section, select the default name format from the dropdown:
| Name format | Example |
|---|---|
| [Last name], [First name] | Doe, John |
| [First name] [Last name] | John Doe |
| [Last name] [First name] | Doe John |
| [First name] [Middle name] [Last name] | John Fitzgerald Doe |
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Select the Apply for all contacts checkbox if you want to generate the selected format for all your contacts right away. Or, leave it clear to have your current contacts as is for now.
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Click Save. If you selected the Apply for all contacts checkbox, you will also need to click Confirm in the Update contact name formatting for all contacts? confirmation pop-up.
Once done, the new name format will be applied every time you add new contacts , when creating accounts or applying name format in bulk .
Note
Changing the contact name formatting will be reflected on the Activity feed page.If you applied the new default name format, but your contact’s first name, last name or middle name (if required) was not filled in, contact name formatting will fail for such contact. You will get a notification in the Inbox+:
Apply contact name formatting in bulk
You can apply the name format, you set as the default, to your contacts in bulk. To do so, select one or more contacts in your contacts list, then click Update contact name format at the top and confirm it.
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