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PensionPro 2.0 - 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 Information grid, the Client Information grid and the Contact - General Information grid.

 

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

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

 

Users can edit a company name by first searching for the name in the Search bar. 

 

To Edit a Company Name from the Company Information Grid

  1. Open a Company record from the Search results.
  2. Click the Edit icon. An Edit Company pop-up window appear.
  3. Edit the Company Name and click Save to confirm.

Users can also edit a Company Name when working in the Client Information or Contact-General Information grids in PensionPro.

 

To Edit a Company Name from the Client Information Grid

  1. Open a Client record from the Search results.
  2. The Client > General tab will display the Client Information Grid. From the grid, click the Name link to open the Company Information grid.
  3. Click the Edit icon. An Edit Company pop-up widow 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 results.
  2. The Contact > General tab will display the General Information grid. Click the Company link to open the Company Information grid.
  3. Click the Edit icon. An Edit Company pop-up window will appear.
  4. Edit the Company Name and click Save to confirm.

 

 

 

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