This article applies to: Firm Managers and Administrators
After adding a client company in AuditDashboard, you may need to change their name (due to an acquisition or merger, for example).
To change the name of a Client, navigate to Clients in the main menu, and select the company.
In the Details pane that appears on the right-hand side, click on the company name (as highlighted in the screenshot below).
Modify the name, and close the pane. The Client name is now updated.