How do I edit the company name of a customer?

  • 21 May 2024
  • 1 reply

Userlevel 7

My customer requested us to change the name of their project and their name in the project because they recently got acquired. How do I edit their Company Name?


Best answer by Mark Mitchell 24 May 2024, 15:42

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1 reply

Userlevel 4

Hey, @emaynez!


Check out the Company Setup Article and Edit Company:

Edit Company

Editing company details can now be made from the Program Management tab!


Navigate to the Program Management tab on the left side of your screen. From here you can make edits to company name, website, logo, and the primary contact details. Simply hover over the company name and select the pencil icon to make those edits, or the trash icon to delete a company completely.


Find out more about Program Management here.


That should help 😄