Billing Q&A: Correcting Errors with Rename Contacts

March 2019    Tags: ,

I just discovered that there is a misspelling on a contact’s last name. In the contact record, I am able to change the Full Name field to the correct spelling; however, I am unable to change the Contact ID. How can I correct this?

The Contact ID field value is a unique value assigned to each contact. To make changes to the Contact ID field, you must use the Rename Contact utility.

To rename a contact

  1. From the Maintenance menu, point to Renumber and select Rename Contact.
  2. In the Old Contact ID field, select the contact record that is misspelled.
  3. In the New Contact ID field, make the desired change.
  4. Optionally select the Update Name fields check box to also update the Full Name, First Name, and Last Name fields in the Contact file.
  5. Click OK.

Note: If this contact is also a client, you may also want to manually correct the Name Search field in the Client file.

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