Editing an Account

Use the Account Detail view to edit account information. To undo any changes, click Reset before clicking the Save button.

To edit

1. On the Navigation Bar, click Accounts.
2. Find the account you want to edit, and then click the account name.
3. On the Account Detail view, edit the account information.
4. Click Save.

You may be prompted to update contacts with matching information. Select the appropriate check boxes, and then click OK to update that information in any associated contacts.

Related Topics

Accounts Overview

Adding an Account

Deleting an Account