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 Edit.

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: Tap "Show More"

Step 3: Tap "Client Type"

Step 4: Edit, Save, Done.


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