Change client name format in CRM

1 min read
Vlad Kovalskiy
May 7, 2020
Last updated: May 8, 2020
Change client name format in CRM
Dear Bitrix24 users,

By default, the client name format in leads and contacts is set as a First name Last name format. Even if the Second name and Salutation fields are completed, you will still see the default format.

But you can easily change the client name format to the one you need both for leads and contacts in your CRM. To do so, please go to CRM > Settings > Other > Other Settings > Format  > Client name format.

Screen Shot 2020-05-07 at 2.24.51 PM.png

For more information and detailed instructions, please see this article

We hope this will help you customize your work in CRM and make your work process as smooth and convenient as possible.

Best regards, 
Your Bitrix24 team
Most Popular
How Sales Pipelines Can Help Your Business Emerge Victorious
Crafting Effective Prompts For Bitrix24 CoPilot
Bitrix24's Seamless Drive Integration and Collaborative Editing Explained
The Latest Bitrix24 Desktop App Update Is Here
Advance Your Business With The Ultimate Bitrix24 Webinar Series
You may also like
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free