Account Name Change
We need to be able to edit account names. Not only will this cut down on the number of duplicate accounts, it will help keep the information accurate when imported into Wide Orbit.
For example, I have an account listed as "Brothers Houligan". In reality, their name needs to be updated to "The Bros. Houligan". "The Bros. Houligan" is the correct name for the company and will be the name of the advertiser once Wide Orbit talks to Matrix. Because I can't change it, it will import the deal under "the bros. houligan" and not under Brothers Houligan. I will have 2 duplicate accounts - 1 with my activities and the other with the deal.
Abbey Reynolds
shared this idea
We have a process for this already with our Virtual Sales Assistant. If you email vsa@matrixformedia.com and tell them you want Account A renamed (or in this case merged since the real name already exists as a billing account from back to 2010 in Matrix) we’ll queue that up for you and take care of it.
We have to evaluate each request because changing the name on one account may change the name for multiple salespeople and there may be a reason in another market why it is the way it is.
I took care of this one for you so you should see the proper name on your account now.