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Update a party record name or view name changes

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can update the name of a party record and view the history of any changes to a name.

Note

Use these procedures to update or view any type of party record, such as customers, competitors, vendors, and employees.

Update a party record name

  1. Open the party record whose name you want to change, and then, on the Action Pane, click Edit.

  2. Depending on your version of the program, do one of the following:

    • In Microsoft Dynamics AX 2012 R2, enter the new name for the party on the General FastTab.

    • Otherwise, in the party record form, on the General FastTab, click Change name. In the Change name form, enter the new name for the party.

View the history of a party name

  1. Open the party record that contains the information to view.

  2. Depending on your version of the program, do one of the following:

    • In Microsoft Dynamics AX 2012 R2, right-click in the Name field, and then select History.

    • Otherwise, in the party record form, on the General FastTab, click Change name, and then click History.

See also

Set effective dates and view inactive addresses for party record