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Some customer’s require the names in their Actionstep system to be displayed in a specific format.

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Info

https://actionstep.

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freshdesk.com/

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support/

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solutions/articles/

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150000020037-

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system-

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preferences-

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additional-settings in Actionstep Help Center

Hands-on

  • Set Contact name format to “Last name, First name.”

  • Change format and see effects on Contacts lists.

Continue to Company Contact Record =>