Client or Contact Names are showing the Last name First

The CDS Database system allows multiple name display formats.

Each user of your system can select the name display that works for them.

If the names in your system look incorrect, (such as showing as Last Name, First Name), you may need to change your selected Name display format.

Instructions

Step 1. Log in with your current password

Step 2. Click My Account in the top right-hand corner of your screen

My Account

Step 3. Click Edit to update your account

Edit

Step 4. Scroll to the Locale Settings section

Step 5. Click the Name display format dropdown.

Step 6. Select the required name display format.

Step 7. Click Save

The name display format has been changed successfully.

If you are unsure of the changes required or require assistance with this change, please contact support.

Updated on October 14, 2024