You can change the alias name of a Business Unit Card (BUC). Changing the alias name helps to personalize how it appears in your system.
- If the alias is changed during verification or when importing an external Business Unit Card, the update will be visible across all Business Units (BUs).
- If the alias is changed after verification, the update will apply only to your local BU.
You can find a BUC using its name or alias when adding it as the recipient of an envelope or as a party in an eBL, making it easier to locate in searches.
During verification | Import external BUC | After verification |
Notes:
- Alias updates made during verification or when importing an external BUC will reflect across all BUs.
- Alias updates made after verification will be limited to your BU only.
- You can search for a BUC using its original name or alias when selecting it as a recipient for an envelope or as a party on an eBL.