Settings → Company Profile

Change the Business Name, Contact Name, Contact Email and Telephone Number displayed in Profit Diagnostix.

 

Navigation Profile Icon → Settings

Change Company profile Information

  1. Used where the Company name has been altered or new proprietor has taken over the Practice.

  2. Change Account details in Settings

    1. Account Name
      Click in the Account Name Box and modify the name. Click Save. Usually done with a Practice name change.

      Note you would need to also change the name in the Setup Wizard.
      the link is here https://beefreesoftware.atlassian.net/wiki/spaces/SVA/pages/660373875

    2. Contact Name
      Click in the contact name box and type the new contact’s name. Click save. Could be a new practice owner or new practice manager’s name

    3. Contact Email
      Click in the Contact Email Box and type the new email address for the contact listed above. Click save.

    4. Password
      Click save.


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