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Changing the Entity Display Name in Xplan.

Did you know that you could change the way your entity names are displayed in Xplan?

You can change the formatting of Entity Names from Surname, First Name (Clarke, Melissa) to First Name Surname (Melissa Clarke) and vice versa.

This will also change the way your name displays when sending client emails through Xplan.

Simply go to Preferences (in top right corner) > Client Focus > Options > Entity Name Display: Select the display you would like > Save 

Once saved you must log out and log in to take effect.

 

Specialist PMC

Written by : Specialist PMC