Overview
An accurate company name in transactional emails is essential for brand consistency, professionalism, and customer trust. This article explains when and why updates are requested, and outlines the steps for making changes within the Dazos CRM.
Before You Begin
• Permissions Required: Only Dazos administrators or Support/Implementation team members can update company details.
• Information Ready: Have the exact new company name or corrected spelling prepared to avoid mistakes.
When to Use / Why It Matters
Companies may need to update the company name in their CRM for several reasons:
• Rebranding or Legal Name Change: Ensures all customer-facing materials align with the new brand.
• Mergers and Acquisitions: Reflects the legal name of the newly merged entity.
• Correcting Errors: Fixes mistakes made during initial CRM setup.
• Maintaining Brand Consistency: Prevents confusion and reinforces trust with customers.
Without accurate branding, transactional emails (such as receipts or payment confirmations) may look unprofessional or even suspicious to recipients.
Steps
Updating the company name is a straightforward process within the CRM’s administrative settings.
Step 1: Access CRM Settings
First, navigate to the CRM Settings. This section is generally accessible to administrators and houses all the core configuration options for the Dazos instance.
Step 2: Navigate to Configuration
From the settings menu, select the Configuration module. This is where you'll find the primary details and setup options for the entire CRM environment.
Step 3: Update Company Details
Within the configuration, locate the section for Company Details. Here, you will find the field for the company name. You can then update the name to the correct spelling or new brand name.
Step 4: Secure Confirmation from a Director
This is a critical step to ensure data integrity and prevent unauthorized changes. Before making the final update, our team will typically follow a process to confirm the request with a designated contact, such as a director or the main point of contact on the account. This confirmation ensures the update is approved and documented.
Once the new name is saved, the system will apply the changes to all future transactional email templates, ensuring that subsequent payment confirmations and receipts are sent with the correct company name.
Tips & Notes
• Only administrators or Dazos Support team members should perform this update.
• Always secure formal approval from the client’s director or primary account contact.
• Document the change in case it needs to be referenced later.