Edit a company

Overview

Everything about a company except its related records is changed from one place: the Edit option on the company’s own page. That includes the details you skipped when creating it — address, website, customer number, labels and contact information.

Changes take effect everywhere the company appears, including on presentations and submissions that already reference it.

Note

A company’s description — the client-facing text shown on presentations — is part of the company record and is edited here, unlike practice and industry descriptions, which have their own Descriptions tab.

Permission required

You need Client: read or Client: create. Ask an administrator if the page is not visible to you.

Steps

1. In the left menu bar, click Companies under the Firm heading.

2. Click the company you want to change to open its page.

3. Click the ⋮ menu in the top-right corner of the company panel.

4. Choose Edit.

5. Change whatever you need, then save. Fields left empty are simply not shown on the company’s page.

Caution

Renaming a company changes it on work that has already been sent. If a client has rebranded, renaming is usually right; if you simply need a different name for one submission, do not rename the company.

Related

• About companies
• Add a company
• Archive a company
• View a company’s history
• See a company’s work