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Practice Manager Contact - Change the client name style in Practice Manager Contact

Includes changing the client name from last name first name to first name last name.

Updated over a month ago

In the HandiSoft programs, you're able to change how the client names display on screen.

  1. Log in to Practice Manager Contact.

  2. Click Options.

  3. Select Clients and Prospective Clients.

  4. Select Name Style from the following options.

    • LastLong

    • LastMedium

    • LastShort

    • Long

    • Medium

    • Short

Note: To change the client name styles in the other modules, HandiTax, HandiLedger, and Time+Billing, click Options, then click Clients.

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