Editing Company Information

Update company information when the organization's details change or additional verified information becomes available.

Edit a company

1. Open the company record.
2. Review current information.
3. Update the appropriate fields.
4. Confirm the changes are for the correct organization.
5. Save the record.

Preserve identity

Do not repurpose an existing company record for a different organization.

If two organizations are separate entities, maintain separate company records.

Data quality

Use consistent names and structured information according to your organization's data standards.

Correct inaccurate information rather than creating another company record.

Review relationships

After significant company changes, review linked contacts and related service records when necessary to ensure the organizational relationships are still correct.