There are currently 4 ways that contacts can be displayed to your Vendors in the online Vendor 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 click Admin & Account Settings.
- Click Company on the left hand menu and select Edit (Pencil Icon).
- Choose the Vendor Report tab.
- Select one of the options in the drop down field.
- Click Update Agency.