Objective:
- Can I edit an account name and not cancel my payment plans?
- Will changing the name of my bank accounts cancel my payment plans?
- How to change the Account name without cancelling any payment plans
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
No. Changing the name of your Accounts within Clio, will cancel all existing Payment Plans and you will have to recreate each plan from scratch.