The Client Name and Contact Name fields on the Address tab of the Client file cannot be edited directly. To change the client name or contact name of a client, you can rename the existing contact using the Rename Contact program, select another contact, or create a new contact. In most cases, you will want to use the Rename Contact program.

   To rename a contact

  1. From the Maintenance menu, point to Renumber and select Rename Contact.
  2. Click the Old Contact ID lookup button and select the desired contact.
  3. Enter the new contact name in the New Contact ID field.
  4. Select the Update Full Name check box if you want to update the Full Name field when the Contact ID is updated. The Full Name field of the client contact is used when printing statements.
  5. Click OK.

When the contact record is renamed, the client record will automatically be updated.

Note: A Contact ID is a key field, like a Client ID, and is used to identify a specific contact record when it is used in Tabs3 Billing, PracticeMaster, and Tabs3 Trust Accounting.