Trust Accounting Q&A: Renaming Payees

September 2022    Tags: , , ,

When adding a payee, we misspelled the name. How can we change the payee’s name?

Beginning with Version 2022, Trust payees are now contacts. Therefore, in order to rename a payee, you must rename its associated contact using the Rename Contacts utility.

To rename a payee in Trust

  1. From the Quick Launch, search for and select “Rename Contact.”
  2. In the Old Contact ID field, select the contact associated with the payee you want to rename.
  3. In the New Contact ID field, enter the new name you want to use for that payee.
  4. If you want to update the individual name fields of the contact, select the Update Name fields check box and fill in the New Value fields for each name field. (Note: If you want to update the Full Name field based on these changes, select the Update Full Name based on First, Middle, and Last Name fields check box.)
  5. If you want to review the contact after changing it, select the Open the contact record after renaming the contact to update additional fields check box.
  6. Click OK.
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