When you change the client name on the CIF, you must also update the short name. Do the following:

1. In SilverLake click  CIF Menu > Change Customer Name.   

1. Enter the CIF and click OK. 
   • The Existing Information fields automatically populate, DO NOT change this information.
2. In the Change To > Customer Name and Customer Alias fields, enter the new name for the client (consumer or business).
3. IRS Name Control automatically fills in, do not change this information.
4. Click OK. A box appears stating Review customer name. 
5. If correct click Override to change all.
6. Navigate to the CIF Inquiry screen to verify the changes.