Can I Rename Reference Data?

REFERENCE

In System Admin and Inventory and Prices, lists of reference data are created. After they are created, you may need to update the name of the data. Some of the reference data names will update on existing events automatically. Others are part of historical data stamped on the event and you will need to take some sort of action if you want to see the new name there. This article will detail the behavior for the various types of reference data as well as any actions you may need to take to see the change on existing events.

This article is strictly about editing the name, not other metadata which may be on the reference data. For that information, please see articles specific to what you are editing.

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System Admin

	Will the change be seen on existing data?	How do I update existing data so the correct name displays?
Roles	Yes	Not needed
Venues	Yes	Not needed
Rooms	Yes	Not needed
Event Types	No, but reporting and other app functionality are not affected.	Open the Edit General Information slider on the event and save.
Business Classifications	No, but reporting and other app functionality are not affected.	Open the Edit General Information slider on the event and save.
Genres	No, but reporting and other app functionality are not affected.	Open the Edit General Information slider on the event and save.
Reasons for Loss	No, but reporting and other app functionality are not affected.	The reason for loss on events cannot be edited. If you need to update the reason, restore the event and re-mark it as lost. Please note that this will update the "Lost On" date and trigger an email notification.
Probability of Closing	No	Choose a new value on the event.
Space Usages	Yes	Not needed
Staff Assignments	Yes	Not needed in-app If you have reports which use staff assignments, please contact Client Success to have them updated.
Contact Roles	No	Existing contacts on events will display with the original role. Edit the contact on the event and select a new one.
Event Document Folders	Yes	Not Needed
Function Types	No, but reporting and other app functionality are not affected.	Open the Edit Function slider on the function and save.
Lead Sources	No, but reporting and other app functionality are not affected.	On the account, open the General Information slider on the account and select the new one.
Market Segments	No, but reporting and other app functionality are not affected.	On the account, open the General Information slider on the account and select the new one.
Email Types	No. If you are using the type to filter information in templates, please contact Client Success and let us know of any changes so we can update your templates.	Edit the email on the account or contact and select the new one.
Phone Types	No. If you are using the type to filter information in templates, please contact Client Success and let us know of any changes so we can update your templates.	Edit the phone number on the account or contact and select the new one.
Address Types	No. If you are using the type to filter information in templates, please contact Client Success and let us know of any changes so we can update your templates.	Edit the address on the account or contact and select the new one.
Task Types	No, but reporting and other app functionality are not affected.	Edit the task and select the new one.

Inventory and Pricing

	Will the change be seen on existing data?	How do I update existing events so the correct name displays?
Departments	Yes	In-app, not needed. Event orders or other existing documents must be regenerated.
Categories	Yes	In-app, not needed. Event orders or other existing documents must be regenerated.
Inventory Units	No	Select the edited unit on the item in inventory. Items on events will then update with no further action needed.
GL Codes	Yes	Not needed
Taxes	No	Refresh the price schedule on the event.
Service Charges	No	Refresh the price schedule on the event.
Discount Types	No	Note that the discount description, not the type name, displays in-app. If you would like to update the discount type name, open the Edit Discount slider and click Save.
Payment Types	No	Open the Edit Payment slider on the payment and click Save.
Credit Types	No	Open the Edit Credit slider on the credit and click Save.
Refund Types	No	Open the Edit Refund slider on the refund and click Save.
Deposit Types	No	Open the Edit Invoice slider and click Save. Sent invoices must be unlocked in order to do this.
Invoice Schedule Templates	No	Remove the invoice schedule and reapply.
Performance Attendance Types	The new name will appear in the performance configuration slider. If the type has been added to the performance configuration but data has not been added to performances yet, the new name will appear on the post-show report slider. Once data has been added, the type will not update on the post-show report slider.	To update to the new type on post-show reports, open the field's edit slider and remove all data. The field must be blank, not zero. Save your changes, and the field name will update on saving. You can then re-add your data.
Performance Revenue Types	The new name will appear in the performance configuration slider. If the type has been added to the performance configuration but data has not been added to performances yet, the new name will appear on the post-show report slider. Once data has been added, the type will not update on the post-show report slider.	To update to the new type on post-show reports, open the field's edit slider and remove all data. The field must be blank, not zero. Save your changes, and the field name will update on saving. You can then re-add your data.
Performance Note Sets	Note sets can be renamed and the new name will appear on events without any action taken. Individual note fields should not be renamed if they have been used on events. These fields are identified solely by their names; the newly named fields will appear but the previously named ones will not, so you will not be able to view any data entered.	No action is needed to display new names of sets and notes on events. To recover data from renamed fields which no longer appear, revert the field name changes. You can then copy data out of the fields, rename the fields in Inventory & Pricing > Setup, and re-enter the data into the new fields.
Revenue Streams	Yes and no. In some places on event details the display is pulling from the list of revenue streams in Inventory and Pricing, other places pull from the revenue stream stamped on the items, which does not update.	In order to refresh the revenue stream name on the charges, we recommend "bumping" the revenue on the event by adding and removing an additional revenue or if additional revenue has already been added, simply open the edit slider and save (no changes necessary). This will "restamp" the new revenue stream names on charges. If you have reports which use revenue streams, please contact Client Success to have them updated.