Updating customer organization name
Updating company name would involve updating information on:
Before processing the request, please ask the customer for legal proof of organization name change and previous invoice.
We can provide the following instruction to update the CustomersDot information:
- Sign into customers portal
- Navigate to
- Change the Company name in
This will update future auto-generated invoices. To change the name in
Zuora, use the ZenDesk macro
Support::L&R::Zuora Contact Change and submit the ticket as Open.
To change the name in
SFDC, find the account in Salesforce and chatter the Sales support team ([at]sales-support) as well as the account manager, letting them know about the change. Include the ticket link as reference.