- If you don't already have an addressee/salutation for the name format you want to use, create an addressee/salutation that includes this information. For example, if you want to display the constituent ID, create an addressee/salutation that includes the constituent ID.
- Once you have the addressee/salutation, select Tools, User Options from the main menu bar.
- On the Records tab, highlight Individual Title Bar and select the appropriate name format on the right-hand side of the screen.
- From this point forward, Recently Accessed Records will reflect the format selected in the User Options. To refresh the names already in the list, open the record and click Save and Close.
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