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Is there a way to change the client ID in Proconnect? If so, how is it done? Thanks!

 
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3 Comments 3
George4Tacks
Level 15

Which ID are you referring to? SSN? IPPIN? ....


Answers are easy. Questions are hard!
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The number that shows next to the client's name in the client list.  i do not know what it is called.

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George4Tacks
Level 15

I don't see such numbers, they may have been created during an import. I do not see any way to change the Client name as shown in Clients.


Answers are easy. Questions are hard!
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