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Can't update teammate's name; need to delete and re-add with correct name.

Community Member

May 09 at 05:26 pm

Added a new teammate to the firm; however, I cannot update the new entry as I would like to revise the name of this teammate. I don't see an option to do this, so does this mean I have to delete and re-add with the appropriate name I want to use?

Thx

2 replies

17:32

Community Member

May 09, 2025 at 17:32

There are two options:
1. The teammate can accept the invite and change their own name from their Profile page
2. You can ping me in a private channel and I'll update the name for you manually.

17:36

Community Member

May 09, 2025 at 17:36

Thanks - I updated the entry based on the AI response, so all good now. Thank you for the prompt response

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Can't update teammate's name; need to delete and re-add with correct name.

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Can't update teammate's name; need to delete and re-add with correct name.

Log In or Sign Up

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