Contact Name (Full Name) is now split to "First Name" and "Last Name".
- More flexibility while you define your email templates. You can use the first name or last name or both and personalize your emails.
- Simplified third party integrations. You will be able to pass two independent fields First name and Last Name instead of having to split the Full Name
Important to Consider:
- The Last name will be treated as a compulsory field in all transactions ( add, edit, import ) with the record.
Changes required if you have already customized the following:
- Form Layouts: Added fields with First Name and Last Name already
- Custom views: Used it in Search Criteria
- Workflows: Used it in Filter Criteria
- API / Third Party Integrations: Make necessary changes to include the First Name & Last Name fields
- Screens Affected:
Add/Edit a Contact
Add a New Column in Contact List view
Bulk Update a Contact
Quick Create a Contact from Company, Activity or Deal