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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.zendeskfreshdesk.com/hcsupport/en-ussolutions/articles/1500000957881150000020037-Howsystem-topreferences-Change-your-Contact-Name-Formatadditional-settings in Actionstep Help Center

Ensure test system

Hands-on

 
  • Set Contact name format

is set
  • to “Last name, First name.”

  • Change format and see effects on Contacts lists.

Continue to Company Contact Record =>