Documents, naming and customisation · Guide 534 of 624
Rename a document
Rename records in RockifyERP, such as a customer or item, and every linked document updates automatically.
How to do it in RockifyERP
- Open the record.
- Click the title and choose Rename (if allowed for that type).
- Enter the new name and confirm.
Tip: Transactions such as invoices keep their numbers and can’t be renamed.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.