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

https://actionstep.zendesk.com/hc/en-us/articles/1500000957881-How-to-Change-your-Contact-Name-Format 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 =>

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