📝 How to Update a Client Company Name in the Client List

If you need to change how a client’s name appears in the Client List or in the workspace header, you can easily update it from the Client Info section.

🛠 Steps to Update the Client Name

1. Open the client workspace you want to update.
2. Go to the Client Info panel on the right side of the screen.
3. Click the pencil icon ✏️ next to the Client Workspace Name.
4. Enter the new name and save your changes.

📸 As shown in the image below:

✅ The updated name will appear in the client list, workspace header, and throughout Client Hub wherever the client name is referenced.