Name versus Last, First and Company

Our new generation of contact management programs, Intellect 4 and Time & Chaos 8, have a new Name field which provides a consistent list of your contacts everywhere in the program, formatted just like you like it.

The Name field is automatically generated using a combination of Lastname, Firstname and/or Company.  You get to choose how you want this field to appear and your choice will affect this Name column on our main screen, along with everywhere else you find a list of your contacts, such as when you pick Linked Contacts for Appointments, Tasks, Project, or even other Contacts.  For Intellect users, the name choice will also be used when you type-ahead to fill out the TO: email address field.

To set your Name Style preference, go to Options, then under Contact Management, select Contacts. The Name Style field on the top right will provide a dropdown with every possible combination for you to pick from. Save your choice here and you will see it instantly back on the main screen.

Keep in mind that if and when you want to look for contacts by something other than what you specified in the Name field, you don’t need to go back to the program options to change the Name style. The main screen offers your choice of columns when displaying the list of contacts and you can click on any of the other column heading to resort the list by that field instead of the name field.

Our Chaos University has a video guide explaining how and why to use this new Name column and how it compares in use with the Lastname and Company columns of the previous generation: [flowplayer src=’http://www.chaossoftware.com/university/intellect4/Intellect601-Name_vs_Last_First_Company.mp4′ autoplay=false buffering=true]