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How Do I Set My Default Capitalization Rules For Customer Names?
How Do I Set My Default Capitalization Rules For Customer Names?

Setting your default capitalization rules for client names.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Changing the capitalization rules for displaying your customer names is easy!


FROM THE WEB APP

Step 2: Check/Uncheck the box to 'Automatically capitalize names."

Step 3: Save


FROM THE MOBILE APP

This setting can only be changed by logging into the Web App at this time.

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