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How Do I Change Customer's 'Company Name'?

Changing the company name for an institutional customer.

Written by George Buss
Updated over 10 months ago

Changing the company name is easy!


FROM THE WEB APP

Step 1: Go to the 'Clients' Menu

Step 2: Click on a customer.

Step 3: Click the 'Edit' icon next to the company name.

Step 4: Change the company name.

Step 5: Save.


FROM THE MOBILE APP

Step 1: Tap Menu > Clients > Tap on a Customer Record

Step 2: Scroll down to the 'Client Information' section.

Step 3: Tap "Client Type" to edit.

Step 4: Save & done.


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