✏️ Update User First and Last Name

Users can now update their own first and last name directly in Client Hub, giving both firm users and clients more flexibility in keeping contact details accurate.

✨ What’s New

• Client users can update their own first and last name
• Changes automatically update their Contact information
• Firm users can update a client’s name if needed

👤 For Client Users

Client users can update their name at any time, and the change will automatically reflect in their Contact record.

This ensures their information stays up to date across the workspace.

🏢 For Firm Users

Firm users can also update a client user’s name from their Contact details.

• Any changes made by the firm will update the Contact record
• These changes will not be visible to the client user

This allows your team to maintain internal naming consistency without affecting what the client sees on their end.

🔐 Notes on Visibility

• Client users control their own displayed name
• Firm users can override names internally for organizational purposes
• Client-facing visibility remains unchanged when updated by the firm

💡 When to Use This

This enhancement is helpful when:

• A client needs to correct or update their name
• Your firm wants to standardize naming conventions internally
• You need to keep contact records clean and consistent without impacting the client experience

Keeping user names accurate helps ensure better communication and cleaner records across Client Hub.