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:

From the navigation bar, select Accounts.
Find the account to be edited, and select the account name.
On the Account Detail view, edit the account information.
Click (Save).

Note: 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.