Introduction: In this informative tutorial, Tony Holowitz, an Act certified consultant, provides step-by-step guidance on editing company names in Act via the Companies Tab. If you’ve ever faced the need to modify a company name due to a rebranding or change, this tutorial will equip you with the necessary skills to ensure accurate data management.

1. Meet Tony Holowitz – An Act Certified Consultant: Before diving into the tutorial, let’s get acquainted with Tony Holowitz, an Act expert known for his proficiency in guiding users through various software functionalities. Tony’s expertise in data management and his passion for simplifying complex tasks make him the perfect mentor for Act users seeking efficient solutions.

2. Understanding Act’s Company Linking Feature: Recapitulating from Tony’s previous tutorial, Act’s “Companies” feature links contacts under the same company name for streamlined data organization. With this understanding, Tony now demonstrates how to modify a company name when it undergoes a change.

3. Accessing the Companies Tab in Act: To begin the process of editing a company name, Tony guides users to the Companies Tab within Act. By clicking on “Look Up” and selecting “Look Up Company,” all contacts associated with the ABC Company Inc. are displayed.

4. Changing the Company Name: Suppose the ABC Company Inc. decides to rebrand as the XYZ Company Inc. Rather than utilizing the traditional method of editing and replacing company names, Tony showcases the new approach for linked companies.

5. Editing Linked Company Names: To modify the company name, Tony clicks on any of the hyperlinked contacts under the ABC Company Inc. He then updates the company name to XYZ Company Inc. Notice how the change is made directly within the company area.

6. Confirming the Changes: After altering the company name to XYZ Company Inc., Tony illustrates two ways to confirm the changes. Users can either click on the Save icon or navigate away from the contact details. Act prompts a box that asks whether you want to update the contacts linked to this company with the change. Confirming “Yes” ensures that all contacts linked to the ABC Company Inc. are now updated to the XYZ Company Inc.

Conclusion: Thanks to Tony Holowitz’s expert guidance, users of Act can now confidently modify company names with ease and precision. By following this step-by-step tutorial, you’ll be equipped to handle changes in company names efficiently, ensuring accurate data management and streamlined organization. Embrace Tony’s expertise to unlock the full potential of Act and optimize your productivity.