Business profile includes Legal company name and a separate DBA / trade name field. Keep the registered entity name in the legal-name field and use the trade-name field for the relevant business name.
Open the intended company’s Business profile from Manage company. Compare the legal name with the company’s current records before editing. Enter the trade name in its own optional field, then select Save company profile.
A workspace profile edit records information in Institution. It does not establish that a government registration or a required business-name filing has been completed. If the underlying legal records need changing, handle that through the appropriate professional or service workflow.
After the saved confirmation, reopen the profile to check both values. If you are correcting a typo, explain the correction to colleagues who use the record so they can distinguish it from a legal-name change. Avoid creating a second company solely to display a trade name. Contact support with the company identifier if the saved name does not persist or appears under the wrong entity.
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