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Question

Existing customer changes name

  • August 7, 2023
  • 1 reply
  • 85 views

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Hi, 

One of our existing customers have changed their name and keeping the same org number. This is an old customer with many transactions (projects, invoices etc).

I dont know the best way of doing this, change name or add a new customer Id? Will it cause problems with old transactions if we take the easy way and change the name?

1 reply

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Superhero (Customer)
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  • Superhero (Customer)
  • August 7, 2023

Hi @Maria Holmen 

you can change the customer name (or description) without any issues. But you can’t change the customer id.