How to Update an Individual Entity Client Name

In Firm360, individual client names are system-generated based on the assigned Primary and Spouse contacts. Because of this, the client name field may appear grayed out and cannot be edited directly.

Why the Name Field Is Locked

For individual clients, the entity name is automatically created using:

• The Primary contact name
• The Spouse contact name (if applicable)

This ensures consistency across client records and prevents discrepancies in reporting, billing, and documents.

How to Update an Individual Client Name

To update the displayed client name, you must update the associated contact(s):

Update the Primary Contact

1. Open the client record
2. Select the Primary contact
3. Edit the contact’s name
4. Save changes

Update or Remove the Spouse

1. Edit the client record
2. Locate the Spouse contact field
3. Update or remove the spouse as needed
4. Save changes

In the case of a divorce or death, refer to the article in this link

The client name will automatically update based on these changes.

Important Notes

• The client name field cannot be edited directly for individual clients
• Changes must be made at the contact level
• Removing a spouse will update the client name accordingly
• This structure helps maintain accurate and consistent client data