FFA

Currently, system-generated PDFs (Invoice and others) display the issuing user’s full name. Zaid from Logideals requested to add a new field—“Initials”—in the Add User screen.

The value captured in this field will be used under the “Issued By” label in:

• All PDFs generated by the system

The display of Full Name vs Initials will be tenant-configurable, allowing each tenant to define their preferred format.

Scope¶

• Add User screen
• All system-generated PDFs
• Tenant configuration settings

Acceptance Criteria¶

1. A new field named “Initials” is added to the Add User / Update User screen.
2. The Initials field is optional but editable.
3. A tenant-level configuration option is available to select:
   • Display Full Name, or
   • Display Initials in PDFs generation
4. Based on the tenant configuration:
   • The “Issued By” label in all PDFs display either:
     • User’s full name, or
     • User’s initials.
5. If the tenant selects Initials in the Configuration Settings screen but no initials are defined for the user:
   • The system falls back to displaying the user’s full name.
6. Existing PDFs continue to generate without errors.