The Name Details window consists of fields that store information about the contact’s name. The Name Details window is only accessible for individual contacts. When entering the name for a new contact, these fields are determined automatically; however, they can be changed at any time.

  First Name Maximum of 255 characters.
  Middle Name Maximum of 255 characters.
  Last Name Maximum of 255 characters.
  Initials Maximum of 3 characters.

When the Update Full Name based on First, Middle, and Last Name fields check box is selected, clicking OK will make the following changes:

Note: Updating the Full Name does not change the Contact ID. If you want to change the Contact ID or how it is spelled, you must use the Rename Contact program instead.

Billing Note: Changing the Full Name or Initials for a user contact that is linked to a timekeeper will display a message indicating that this can affect statements and other timekeeper references in the software. Click OK to continue, or Cancel to return to the contact editor.

   To view or edit a contact name

  1. In the Quick Launch, search for and select “Contacts.”
  2. Double-click the desired contact to open the Contact Information window.
  3. Next to the Full Name field, click the Details button.