How to Update Your Display Name
When sending Client Intake PDFs to Communities and Community Comparisons to Clients, you may find that you want to change the display name shown on those documents. To do so, you'll want to follow the steps below:
- Navigate to the Settings Cog ⚙️
- Click Settings
- Go to My Settings (this is the default Settings tab)
- Click Personal (this is the default My Settings option)
- Edit the Display Name field
Have more questions? Feel free to reach out to us at support@seniorplace.io!