How do I update a client’s name?
You can update the information in a client’s profile at any time.
How to change a client’s name
- Open the client’s profile.
- In the Profile section, click Edit.
- Make the necessary changes.
- Click Save to apply them.
How to change a record title
Updating the client’s name in their profile does not automatically update the record title.
If you also need to update the record title:
- Open the record.
- Go to the Record details section.
- Update the Title field.
- Click Save to confirm your changes.
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