Editing Name information

You can use the Edit option corresponding to the Name field to modify the name of the contact or lead. This ensures that a name includes a first and last name to sort the name correctly, in the database. The templates and mail merge features require the correct name, title and suffix.

  1. Click Edit corresponding to the Name field, in the Contact or the Lead details page.
  2. Click the Prefix and select the appropriate honorific (title) from the list.
  3. Specify the first name of the person in the First Name field.
  4. Specify the middle name of the person in the Middle Name field.
  5. Specify the last name of the person in the Last Name field.
  6. Click the Suffix and select the appropriate title from the list.
  7. Click Save.