Show contacts as an Organization or Contact name
In OnePageCRM you have the option to display the contacts in your Action Stream by contact name first and then organization name and vice versa.
Go to your User Profile (top right) → Settings → Preferences.
Under Action Stream preferences select either:
- Contact name (Organization)
- Organization (Contact name)
Note: Your updates are saved automatically once you input the value.
If you select Contact name (Organization), your Action Stream will display the contact name first with the organization (if any) second.
If you select Organization (Contact name), your Action Stream will display the Organization name first with the contact name second (if any) second.
Note:
Only an Account Owner or Administrator can adjust these settings in the Preferences tab.