Every client in Inly has a contact name, and can also have a business name as well. When a client has a business name, Inly shows it as their main name everywhere, with the contact's name underneath.
The client appears under the business name in your Clients list, flows, payments and search. Their profile shows the business name as the title and the contact name just below it.
If you work with companies, adding a business name makes it easier to find the client by company. If you work with individuals, such as couples or families, leave it blank.
How to add a business name for a contact
Click the person icon in the left sidebar to open Clients.
Click the client you want to change. Their profile opens.
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Click the person icon at the top of the profile to open their details.
Click the ⋮ (three dots) in the top-right corner of the details card, then click Edit Details.
Change the First and Last fields under Name.
Type the company name in Business Name. To remove a business name, clear this field.
Click Save.
If the client has more than one contact, you'll see them listed under Contacts further down. Click Edit next to a contact to change that person's name or email.
The new name shows straight away in your Clients list, flows and payments. With the field cleared, Inly goes back to showing the contact name.