PS Help: Practice Manager
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Changing contacts’ names

Contact names (both personal and organisational) can be changed using the Contact page.

To change a contact’s name

  1. Find and open the contact.


    2. See Finding and opening a contact.

  2. Click Edit contact detail on the Tasks bar.


    3. The Amend Contact Name window opens.

  3. Overtype the current information.

  4. Click OK.


To save the changes.

Related topics

Clients and contacts

Finding and opening clients and contacts

Finding and opening a contact

Using the Client and Contact pages

Using the Contact page

Changing client names and codes

Closing a client

Deleting a client (Not available in AO New Zealand)

Changing clients into contacts (Not available in AO New Zealand)

Viewing all clients and contacts in a family group

Deleting a contact (Not available in AO New Zealand)

Changing contacts into clients

Changing contacts to suppliers

Aliases

Notes on the Main tab

Phone and other details
Related topics

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.