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Contact Preferences

Choose how client names are sorted and shown in your lists.

Contact Preferences control how client names appear in the app. Set them once and every list follows.

  1. Tap the menu, then Settings, then Contact Preferences.

    The Contact Preferences screen with Sort Order and Display Order
  2. Choose a Sort Order. This is how contacts are sorted in lists.

  3. Choose a Display Order. This is how contact names are displayed.

  4. Tap Save Preferences.

Both settings offer the same two choices:

Choice Example
First, Last Jordan Smith
Last, First Smith, Jordan

The two settings are separate. For example, you can sort by last name but still show names as First, Last.