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Change Company/Client Name
Change Company/Client Name

Edit company/client names in the details tab of the main dashboard

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Change a company or client name in Exsalerate easily by searching everything:

Open the company/client dashboard and click the details tab

Edit the company/client name - it will autosave as you navigate away from the page

You can edit multiple fields on this dashboard including customisable lists

You can also merge companies together (if you are connected to Xero you will need to repeat this within your Xero file)

To bulk update details simply download your bulk data file and upload it back into the data centre

Reach out on the chat platform if you have any queries

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