How do I change a subcontractor/vendor's name from maiden to married?
How do I change a subcontractor/vendor's name from maiden to married?
Hi Sharon Leigh Martin ,
Thank you for reaching out. Changing a subcontractor/vendor's name in Sage 50 Canada due to a name change, like going from a maiden name to a married name, is a simple process. Here's how you can do it:
Backup Your Data: Before making changes to your records, it's always a good practice to create a backup. Refer to this article for instructions on how to create a backup.
If You Need to Merge Records:
Note: Direct editing of the vendor's name will update the name for future transactions but won't retroactively change the name on past transactions. If you need historical transactions to reflect the new name, you should consult with a qualified Sage business partner or support analyst to understand the implications and the best approach for your situation.
If you have any trouble with these steps or need further assistance, please feel free to contact Sage customer support.
Warm Regards,
Erzsi
*Community Hub is the new name for Sage City