Update the Family Name on an account

Objective

Correct or update the primary family name that displays on a Family record.

To change the primary name or spelling of the name displayed, use the Family Name button in the Family record.

Go to the Family record you wish to edit.
Select the Family Name button on their page.
Enter the updated family name/spelling in the Enter New Name field.
Use the drop-down menu to define which last name you'd like to update; select none to update the display only and leave all last names as is.
Click Save.

⚙️ User Permissions may limit access to this feature or functionality.