Q: How can I change the way a client’s name appears in BrightManager, such as showing the surname first instead of the first name?

A: You can easily customise how client names are displayed in BrightManager by updating your account settings:

1. Go to Settings > Account Settings.
2. Navigate to the Client Settings section.
3. Look for the field labelled SA Name Format.
4. Use the drop-down menu to select your preferred display option (e.g., surname first or first name first).
5. Once you have made your selection, scroll to the bottom of the page and click Save Settings.

This will apply your chosen name format across your client records in BrightManager.

If you need further assistance, please contact our support team.