Client Name Change – StaffingGo

Purpose

To update an existing client’s name in the StaffingGo application

Step-by-Step Process

Step 1: Login to Application

1. Log in to the StaffingGo application using Admin credentials.

Step 2: Navigate to Client Master

1. Go to Clients tab

Step 3: Search and Select Client

1. Use the Client Name filter to locate the client

2. Click on the clinet name loaded in the list
   

Step 4: Edit Client Details

1. Click on the Edit option
   

2. Update the following fields as applicable:

   • Client Name (New / Revised Name)

   • Optional (if applicable):

     • Legal Name

     • Display Name

     • Short Name
       

Note: Do not change Client Code unless explicitly required, as it may impact integrations and reports.

Step 5: Save Changes

1. Click Save / Update

2. System will validate and confirm successful update