Adding or changing the name of a sender.

Members can always change the name the touches come from. They can also add the names of partners or team mates to touches and Transaction Packages and/or Client Retention Plans.

To Add or Change Name in the Sender/From Field For a Transaction Package:

  1. Login to your dashboard.
  2. Click "Transactions" in the left sidebar.
  3. Select the transaction you wish to adjust.
    Next to Package Display Names, click "Change".
  4. Adjust the names accordingly in the "Refer To Sender As" box.
  5. Click "Save".

To Add or Change Name in the Sender/From Field For a Client Retention Plan

  1. Login to your dashboard.
  2. Click "My Plans" in the left sidebar.
  3. Select the the Retention Plan you wish to adjust.
    Next to "From Name", click pencil icon to edit the field.
  4. Adjust the names accordingly in the "From Name" box.
  5. Click "Save".