CRM
Register free

Change client name format in CRM

Change client name format in CRM
Bitrix24 Team
May 7, 2020
Last updated: May 8, 2020
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
Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
Register free
You may also like
Communications
New stuff in Activity Stream: Polls, Appreciations and Smart Follow Mode (Year 2012)
Business development
Does Thought Leadership Matter for Your Business?
Customer Story: Immoveo
Bitrix24 tips and updates
Bitrix24 Support and Partner Support