How to choose how to display constituent name on the record title bar. How do I see both names in records?
1. Select Tools, User Options from the menu bar in any module
2. Select the Records tab and highlight Individual or Organization title bar
3. Select to use the Individual Name, Use addressee from configuration or use addressee from Individual
4. Click Apply to save the changes
5. Click OK to close the user options window
Note: To include specific fields such as Constituent ID or Constituency Code in the title bar, create an Addressee/Salutation with the applicable information to appear in the title bar and select Use addressee from configuration
This setting is user specific and will need to be configured by each user if all users should have the same view