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Can I Rename/Amend the Name of a Rate Set?

  • October 3, 2023
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Thanks to SB for the Rate Sets feature.  Creating and applying differing rate sets to our various corporate and institutional clients has been a real time saver!  Love this feature.

Um, that said, I’d like to tweak the names I eagerly assigned to our rate sets when this feature first rolled out.

Can I amend the existing rate set name and save it without impacting the countless time entries and matters that are already tied to the old rate set name?  Or is the name locked-in?

Thanks.

Best answer by Sara Sultan

Hello @JG3 

Your post made me laugh!  I am so glad you like rate sets as much as we do.  Feel free to double click and open the rate sets and change the name with abandon.  Any matter with that rate set applied will simply have the name changed, but will not effect the time entries.

 

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Sara Sultan
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  • October 4, 2023

Hello @JG3 

Your post made me laugh!  I am so glad you like rate sets as much as we do.  Feel free to double click and open the rate sets and change the name with abandon.  Any matter with that rate set applied will simply have the name changed, but will not effect the time entries.

 


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