How to Edit Unit Owner Name in i-Account
Introduction
Occasionally, the management may have to update a unit owner’s name in i-Account due to spelling errors, missing joint owner name, or other reasons. Since the owner profile is structured differently between i-Neighbour and i-Account, the owner name is not auto-synced. Hence, Admins has to edit the name in both systems.
Occasionally, the management may have to update a unit owner’s name in i-Account due to spelling errors, missing joint owner name, or other reasons. Since the owner profile is structured differently between i-Neighbour and i-Account, the owner name is not auto-synced. Hence, Admins has to edit the name in both systems.
Process
The steps to edit the owner name in i-Account are as below:
1) Go to Sales > Maintenance > Customers to edit the Customer Name.
3) Edit the owner’s name inside the Customer Name section.
4) Click the “Update Customer” icon to save the changes.
5) This message will appear once the changes have been saved.
6) Once the changes are updated, the new owner's name will reflect in all the documents below.
Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.
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