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 Change Company Name - Easify V3

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Posted by John

Change Company Name

Change Company Name

In order to change the company name you will need to follow these steps:

1. Perform a backup

2. The backup window will tell you where on your hard drive it is going to place the backup files. Copy this backup folder onto an external storage drive. The backup folder is usually located here:

C:\Program Files (x86)\Microsoft SQL Server\MSSQL11.EASIFY\MSSQL\Backup\

3. Fully uninstall Easify from "Windows Control Panel > Programs and Features"

4. Reboot the computer

5. Perform a “First Time Install” of Easify and enter the name of the company you wish to now use

6. Now put the content of the backup folder you placed on an external storage drive back from the folder you took it from, usually the backup folder is located here:

C:\Program Files (x86)\Microsoft SQL Server\MSSQL11.EASIFY\MSSQL\Backup\

7. Now login to Easify, it will ask you to set a password, you can leave this blank and click OK to continue

8. At the login prompt, leave the password field blank and click OK and it will log you in

9. Next go to “Tool > Restore” from the top menu

10. Click Yes and Easify will close and open the restore programme

11. Finally, select the most recent backup file then click “Restore Easify Now”.

Now launch Easify and it will ask you to login, this will require the username and password you usually use to log into Easify. Once logged in, check that you have restored the correct backup and you should be back in business.

Change Paperwork

To change the address, trading name, address and or VAT registration number on your customer facing paperwork, you will need modify the text fields in the header and footer sections of each paperwork you use, here's our support article to help you with this.

Till receipts on the other hand should be changed in Tools > Options > Point of Sale > Printing > Receipt Text

Happy to help - John (Easify Support)

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Posted by SCC1962

Re: Change Company Name


I followed the instructions to the letter but they seem to be out of date?

When I trialled Easify the company name I used was a temporary one. I have now purchased the licenses and want to have the correct company name and yet it is still showing the old one (on the blue bar in the top left hand corner of the screen)

I followed the instruction until point 9, however when I went to Tools>Restore the message was not the one you showed but 'The Easify database can be restored from a backup using the Easify Server Manager on the Easify Server computer'

As a result of this message I then went to the Easify Server Manager and carried out the restore before reopening Easify. The good news is that the database is restored, however the Company name at the top of the screen is still the old one.

Incidentally, during the reinstall I put in the new company name and this is what shows up when I go into Server Manager.

Also, I went into Tools>Easify Connection Manager and this shows only one connection and it is under the old company name. I tried to edit it but it was greyed out.

I am probably completely misunderstanding how this works, but it seems as though the Server is in one name and the connection I am seeing in Connection Manager is in another. How do I correct this please.

Posted by John

Re: Change Company Name - Easify V3

Thanks for your feedback.

This topic is for Easify V3 and is not compatible with Easify V4.

I have changed the topic title so this is more obvious.

Changing company name in V4 is not easy and can currently cause bugs by trying.

We have raised this on our tracking system so the developers can address this in one of our next updates.

This is only a cosmetic issue, you can modify the company name where ever it is customer facing, for example, in the paperwork designer and POS till receipt options.

Happy to help - John (Easify Support)

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