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Capability to Edit Client Name


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.

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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.