There are currently 4 ways that contacts can be displayed to your Owners in the online Owner Report. These options are:
- Full Name - Joe Bloggs
- First Initial and Last Name - J Bloggs
- Initials and Contact ID - JB 105678
- Contact ID Only - 105678
To update your Contact display settings you will need to do the following:
- In iDashboard hover over the User Menu and select Admin & Account Settings.
- Go to Company > Edit > Vendor Reporting
- Select one of the options in the Display Buyer As dropdown field.
- Click Update Vendor Report.
Comments
0 comments
Article is closed for comments.