In this Office Hours episode, Steve and Will dive into one of the most common (and overlooked) questions from new Quivr users: How should I name my records?

They share practical tips and real examples of why naming conventions matter—and how a little planning now saves a lot of headaches later.

✨ Key takeaways:

• Think long-term when naming households, contacts, and records

• Avoid duplicates by using structured formats like “Last, First”

• Include four-digit years for RMDs to improve search and sorting

• Balance internal searchability with how names appear on deliverables

• Customize conventions to fit your firm’s workflow and client experience

Whether you’re brand new to Quivr or looking to tighten up your system, this episode is packed with insights that will help you run your business more efficiently.

👉 Join Office Hours live every Wednesday or schedule a demo to see Quivr CRM in action.