Edit File by Name

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.

1.	On the General tab, edit the File-by Name field in the Additional Information area.

2.	Click Save.