Ever wanted to see at a glance not just who owns a record, but also what their role is? Or maybe you prefer a cleaner, more streamlined look? With Smackdab's Owner Name setting, you have the power to choose!
This handy branch-level feature lets you decide how user ownership information appears across all your CRM records, from standard contacts to your own custom creations. It's all about making Smackdab work the way your team works best.
How to Set Up Your Owner Name Display
Ready to customize this feature for your entire branch?
Head over to Settings from your main menu.
Click on Branch, and then navigate to Branch Settings.
Look for the Owner Name section.
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You'll see two simple choices. Pick the one that's right for you:
Display only the name for a clean and simple look.
Display name and position for extra context at a glance.
Heads up! You'll need the appropriate permissions to make changes to these branch settings.
What's the Difference? Let's Break It Down!
Your selection will instantly update how owner information is displayed everywhere in the CRM. Here’s a quick look at how each option works:
If you choose "Name Only":
When creating or editing records: The "Owner" dropdown menu will show a neat list of just user names.
On any record's detail page: You'll see only the owner's name displayed in the Owner field.
This is perfect for teams who prefer a minimalist and tidy interface.
If you choose "Name and Position":
When creating or editing records: The "Owner" dropdown will provide richer context, showing both the user's name and their job title (e.g., "Jane Doe - Sales Manager").
On any record's detail page: The Owner field will proudly display both the owner's name and their position.
This is a great option for larger teams or organizations where knowing someone's role is helpful for collaboration.
No matter which option you choose, the Owner Name setting ensures a consistent and clear view of ownership across your entire Smackdab platform. Go ahead and set it up to create the perfect view for your team!