One of client, changed it's trading name. And I just realized that it is not possible to change the name of the client in the client profile. The solution I thought was to create a new client file for it but the jobs that were done will not be carried over and I have to do again the tasks assignments and notes as well. Hoping that there is a capability to change the client name right away.
1 Comment
Victor Popescu
said
over 4 years ago
Changing a client's trading name (or any of their other attributes) is already supported on the platform! Rona confirmed that she was able to find where she can make the change.
Rona Lyn Castaneda
Hi,
One of client, changed it's trading name. And I just realized that it is not possible to change the name of the client in the client profile. The solution I thought was to create a new client file for it but the jobs that were done will not be carried over and I have to do again the tasks assignments and notes as well. Hoping that there is a capability to change the client name right away.