How to correct existing My Company and Counterparty names for multiple records

We've all made mistakes while entering data quickly. Either transposed letters or just forgetting to use uppercase letters for a party name will create a dropdown option in the My Company or Counterparty smart fields that others can use.  Before you know it, multiple records have a party name that you want to correct.

If you need to make a correction to an existing My Company or Counterparty name that exists in multiple records, here is a quick way to do that. 

In the My Company or Counterparty field, click the "contact" icon as shown below:

From here, simply modify the name that appears at the top, and it will automatically save (and update all records with that specific party): 

Please reach out to support@contractsafe.com for any questions.