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How to change the way Contacts are displayed in Vendor Report

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:

  1. In iDashboard click Admin & Account Settings.
  2.  Click Company on the left hand menu and select Edit (Pencil Icon).
  3. Choose the Vendor Report tab.
  4. Select one of the options in the drop down field.
  5. Click Update Agency.
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