Use the Account Detail view to edit account information. To undo any changes, click ResetClosed before clicking the SaveClosed 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 SaveClosed.

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






What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.