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. From the navigation bar, select Accounts.
  2. Find the account to be edited, and select the account name.
  3. On the Account Detail view, edit the account information.
  4. 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.