How to update an organization name

There will be times when you are required to make changes to the name of your client's organization name. In OnePageCRM, you have the option to edit the name of the organization for all contacts associated with it at once.

Open the organization you wish to edit in the Organization view.

In the Action Stream, click on the Organization view icon.

OnePageCRM | Action Stream | select the Organization icon on the line of the contact

In the Contact profile, click on the arrow in the Organization view icon → click on the pencil icon to edit the organization.

OnePageCRM | Contact Profile | Organization View dropdown expanded and the pencil icon highlighted

On the Organization View, select the pencil icon to edit the Organization.

OnePageCRM | Organization View | pencil icon highlighted

Under the Organization info tab, make the required change to the Organization name → hit Save.

Once saved, the organization name will be updated for all contacts associated with it.

OnePageCRM | Organization info edit | Make changes to the Name field as required and select the orange Save button

Notes:

When updating the Organization name, you cannot leave this field blank - there must be a value here.
When updating the Organization name, you cannot rename this to an existing organization. To move contacts from one organization to another, they must be moved individually.

How to update an organization name

Notes:

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