How to Update a Client's Name
Occasionally, you may find that a client's name has been spelled incorrectly and what is displayed in Zenu Trust is different from the Zenu CRM.
Step 1: Locate the Sale
Step 2: Check Vendor, Purchaser & Solicitor Details
Step 3: Copy Updates from Zenu CRM
Values displayed in Red indicate that the value in the CRM differs from the client in Zenu Trust.
