Editing an Account

Use the Account detail view to edit account information.

Note: To undo any changes, you can click Reset before clicking the Save button.

To edit:

  1. Select Accounts from the navigation bar.
  2. Find the account to be edited, and select the account name.
  3. Edit the account information in the Account detail view.
  4. Click Save.
    Note: If you are prompted to update contacts with matching information, select the appropriate check boxes, and then click OK to update that information in any associated contacts.
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