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Change a Person Entity Name

Updated over 7 months ago

To change a person entity's name, from the person entity snapshot, click Basics in the panel header to open the Basics screen.

From the Basics screen, click the Edit button.

In the name field to be changed or updated, enter the new information and click Save.

  1. To save the previous name for historical records, tick the Keep historical record checkbox.

  2. Enter a date to confirm Effective From date for the name change.

  3. Click OK.

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