Follow

Editing a Company Name

Editing a Company Name allows users to change the existing name for a company associated with a Client or a Contact. This article will explain how to edit a Company Name from the Company Details tab, the Client Details tab and the Contact Details tab.

 

Tier Availability: Track, Core, Essential, Premium, Team, Business

Security Rights Required: Add/Edit Client or Add/Edit Contact or Add/Edit Company Name

 

Users can edit a company name by first searching for the name in the Search Tab. Upon searching for the Company, make sure Companies is showing as a data category. If Companies is not a visible column in the search screen, add it from the Search Categories dropdown menu.

 

Add the Companies Data Category to the Search Menu

  1. From the Search menu, click the Search Categories dropdown from the upper-right corner of the grid.
  2. Click on the Companies toggle to add it to the Search menu.
  3. Search for the company name and double-click the name from the search results.
    • For more information on the Search Feature, please click here.

 

To Edit a Company Name from the Company Details tab

  1. Open a Company record from the Search menu.
  2. Click the Edit button. An Edit Company slider will appear.
  3. Edit the Company Name and click Save to confirm.

Users can also edit a Company Name when working in the Client Details or Contact Details tabs in PensionPro

 

To Edit a Company Name from the Client Details tab

  1. Open a Client record from the Search menu.
  2. On the Client Details Home tab, click on the name link to open the Company Details tab.
  3. Click the Edit button. An Edit Company slider will appear.
  4. Edit the Company Name and click Save to confirm.

 

To Edit a Company Name from the Contact Details tab

  1. Open a Contact record from the Search menu.
  2. On the Contact Details Home tab, click on the Company link to open the Company Details tab.
  3. Click the Edit button. An Edit Company slider will appear.
  4. Edit the Company Name and click Save to confirm.

 

 

 

Feature feedback

Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request

Comments