Changing a Customer Name

Occasionally, you may need to change the name information for a customer record. This is not an alias but could involve correcting a typo, adding “Inc.” to the company record name, or adding a salutation for an individual.

Changing name of an individual or company from the Change my name task on the Common Tasks task category or Change Name link on the Customer Details tab will also update the name on the primary address ONLY if the names matched to begin with. For example, if the Formatted Label Name of a customer is John H. Smith and the name on the primary address of the customer is also John H. Smith, if you update the customer’s label name to John Smith, the name on the primary address will also update to John Smith. However, if the customer’s label name is John H. Smith and the name on the primary address is John Smith, if you update the customer’s label name to Mr. John Smith, the name on the primary address will stay as John Smith.

Updating the name on the primary address will NOT update the name on the customer. Formal changes to a name should be made via the Change my name task on the Common Tasks task category or Change Name link on the Customer Details tab.