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Editing a Company Name

Editing a Company Name allows you to change the existing name for a company associated with a Client or a Contact.

Software Required: All Product Tiers
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 it. Upon clicking on the Search Tab, make sure Companies is showing as a data category. If Companies is not a visable column, add it via the Search Categories drop down menu. Double-clicking on the result will open the Company Details.

To Edit from the Company Details tab:

  1. Open a Company record.
  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 Client Details or Contact Details tabs in PensionPro

To Edit from the Client Details tab:

  1. Open a Client record.
  2. On the Client Details Home tab, double 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 from the Contact Details tab

  1. Open a Contact record.
  2. On the Contact Details Home tab, double 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.

 

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