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    Name Changes
    • 11 Mar 2025
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    Name Changes

    • Updated on 11 Mar 2025
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    Article summary

    Purpose: If a client’s name changes, users will need to change the name of the client’s contact:

    1. Go to the Client Contact record

    2. Select the pencil edit pencil icon

    3. Change the client’s name

    4. In the Misc. section add a description of the name change

    5. Save

    Note: Changing the client’s name in the Contacts tab will also change the name in other sections in the EI DATA SYSTEM

    For questions, content edits, or other inquires on this document contact the EI Data Team.

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