Key point — You can edit owner names in 8020REI. Your changes persist through monthly data refreshes unless the source data itself changes. The original name is always preserved in the background for reference.

How It Works

  • The original owner name from our data sources is stored as the baseline
  • Manual edits you make are saved and displayed going forward
  • On each monthly refresh: if no source-level name change occurs, your edit remains visible. If the source name does change (ownership transfer, legal update), the new version displays while your previous edits are retained in the background

When to Edit

Correct the name when you notice typos, missing first/last names, or abbreviations you want to expand. The system tracks your change and preserves it through future list updates.

Why It Matters

  • Personalization: Corrected names improve mail and follow-up quality
  • Context retention: Track name corrections over time (legal changes, ownership transfers)
  • Clarity: Avoid confusion when original data is incomplete or inconsistent