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Last Name (Clients)

This required setting lets you specify the last name of the client.

You can choose to have this name appear at the top of the page when the client signs in, so you'll want to verify the correct spelling. To edit the name displayed on the client portal, see Customizing the Menu Bar.

You can change the way the client's name is displayed on the portal. For more information, see System Settings.

This field is also included in the MoneyGuide integration. If you don't include a last name, you'll see No Name Passed in MoneyGuide for the last name. For more information on client data sent to MoneyGuide, see Data Fields Synced Between Tamarac and MoneyGuide.

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.