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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