🧭 Overview
When a client formally requests a company name change (e.g., from their existing entity to Capital Wealth Planners), it’s essential to update the name across all EvoVoice-related platforms and internal systems to ensure consistency in branding, call handling, and system records.
✅ Requirements Before Proceeding
Ensure you have:
-
A formal written request or approval from the client (usually via email).
-
Any attached supporting documentation (if applicable, for compliance or record-keeping).
-
Internal confirmation (if needed) from account or onboarding teams.
🔄 Where the Company Name Must Be Updated
| System/Section | Action Required |
|---|---|
| 🛠️ EvoVoice Console | Update the account or company label |
| 🖥️ HostedSuite Admin Console | Change the Company Name field |
| 📩 Email Routing/Display Names | Ensure updated name reflects on voicemail/caller ID |
| 📁 Freshdesk/Support Portals | Update client folder, tags, and names in tickets |
| 🧾 Billing System | Coordinate with Finance for name update on invoices |
| 🗂️ Contracts/Docs (if needed) | Update any signed agreements on file |
🪜 Step-by-Step: Changing Company Name
🔁 EvoVoice Console
-
Log in to admin.evo.tech
-
Go to Client Management > Search for client
-
Click the Edit (✏️) icon next to the Company Name
-
Update to:
Capital Wealth Planners -
Click Save Changes
🔁 HostedSuite Console
-
Log in to HostedSuite Admin Panel
-
Navigate to
System Settings>Company Profile -
Locate the Company Name field
-
Change to
Capital Wealth Planners -
Save and refresh to apply changes system-wide
✉️ Caller ID, Voicemail, Display Names
-
If the company name appears in the auto-attendant greeting, voicemail, or caller ID:
-
Update the corresponding recordings or text-to-speech labels.
-
If caller ID branding (CNAM) is managed via EvoVoice or third-party, coordinate with the carrier if legal changes are required.
-
📂 Freshdesk & Support Records
-
Search for the client’s existing folder
-
Rename folder and update any labels or tags to
Capital Wealth Planners -
Update saved solutions, tickets, or linked docs with the new name if referenced.
🧾 Invoicing/Billing
-
Notify Finance or Billing Department to reflect the new company name in:
-
Monthly invoices
-
Subscription entries
-
Contracts or service agreements
-
🧪 Verification Checklist
✅ Console shows correct name
✅ HostedSuite reflects update
✅ Auto-attendants/voicemails changed (if applicable)
✅ Caller ID tested and reflects change (if CNAM used)
✅ Freshdesk records cleaned and updated
✅ Billing and invoicing now reflect the new company name
🆘 Still Need Help?
If you’ve completed the updates but the system still shows the old name:
-
Double-check the HostedSuite cache and browser cookies
-
Ensure no saved aliases or labels are overriding the visible name
-
Contact Evo Support to help verify backend consistency