This seems a little silly to have to ask about, but I can't figure it out.
I entered a client's company name incorrectly: "PLan" instead of "Plan". How can II change that uppercase L to lower case and make it stick?
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Oranged Support If you click the client's name, or the edit button in the client overview, it will bring up the client editing window. You can then change the name and other information there.
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Mark Gerber Thanks, yeah. Knew that--should have been more clear: when I change the uppercase L to lowercase, it will reflect that change in the Company Name field you reference. Upon closing that window, there is no change in the Client List or Client Overview windows. In fact, if I want to change the entire name to uppercase, it won't let me.
I did hit on a solution, though: change the name to anything else and click ok. Then change it back. Apparently, it's just the upper/lowercase changes that aren't recognized.
Thanks!
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