How Do I Change A Client's Name?

If your client changes their name you can easily make this change in myITprocess. 

Please note: in order to make changes to this information users must be assigned the IT Provider Admin role. If this client is associated in Autotask or ConnectWise, you can update your PSA list of clients by going to Setup > My Organization, clicking the Update PSA Clients button and then clicking the Update PSA Companies link,

To modify client information in myITprocess:

Go to Setup → Clients and click the pencil icon next to the client's name in need of changing.

Change the Client Name field to reflect the updated name.

Click the Update link.




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