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.

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

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.

Edit Organization.

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

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.

How to update an organization name

NOTES

Related Articles