Edit File by Name

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The File-by Name is used for internal purposes. The name in this field indicates how the member name is displayed in the drop-down list when searching for this member. It can be left the same as the Company Name or changed to indicate a name that is more familiar to your staff. Reports and communication will still display with the company name that is displayed on the General tab. Example: Company name: The Treehouse, File-by name: Treehouse, The
Click use Company Name to automatically copy the Company Name into the File-by Name field.
On the General tab, edit the File-by Name field in the Additional Information area.
Click Save.
Member Management-Edit File-by Name-MemberManagement.1.17.1.jpg