It would be great to be able to edit deal memo names instead of having to create a brand new one...if this is possible and I'm missing it, please let me know!
Community Member
Top replies
Jun 06, 2023 at 17:44
To change the name of a deal memo, you need to change the name of the company associated with it. This can be done on the Organizations page. Once the company name is changed there, it will automatically reflect on the Deal Memo. Go to Directory, click on Organizations, find the company and click on it, now change the organization name and as the final step click on the green button called "Save changes" in the bottom right hand corner.
1 reply
To change the name of a deal memo, you need to change the name of the company associated with it. This can be done on the Organizations page. Once the company name is changed there, it will automatically reflect on the Deal Memo. Go to Directory, click on Organizations, find the company and click on it, now change the organization name and as the final step click on the green button called "Save changes" in the bottom right hand corner.
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