How to update an organization name
There will be times when you'll be required to make changes to the name of your clients' organization name. So, in OnePageCRM you have the option to edit the name of the organization for all contacts associated with it.
- In the Action Stream, click on the account view icon.
- In the contact page click on the organization icon → click the name of the organization you want to view.
Once saved, the organization name will be updated for all contacts associated with it.
NOTES
- When updating Organization name, you cannot leave this field blank - there must be a value here.
- When updating Organization name, you cannot rename this to an existing organization. To move contacts from one organization to another, they must be moved individually.