Edit a practice
Overview
Section titled “Overview”A practice’s name, parent and responsible users are all changed from Edit. Descriptions are edited separately, from the practice’s own panel.
- In the left menu bar, click practices under the Firm heading.
- Click the record you want to work with to open its panel.
- Click the ⋮ menu in the top-right corner of the panel, then choose Edit.
- Change whatever you need and save. Updates apply everywhere the practice appears.
