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Level 1

Change title on client file

1 Comment

Re: Change title on client file

What specific title are you trying to change on the client's file, ceemorr1?


If you want to change the display name of your client's company in your Clients List, here's how to do it:

  1. Click Clients on the left menu.
  2. Look for the client's file you want to change and click Edit client.
  3. In the Client contact information page, update the Display name as field.
  4. Click Save.

If you're referring to different title to change, I'd appreciate additional details and screenshots about this. Thanks in advance!

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