Modifying an Account

Use the Account detail view to modify account information.

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

To modify an account:

  1. Select Accounts from the Navigation bar.
  2. Find the account to be modified, and select the account name.
  3. Modify 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 click OK to update that information in any associated contacts.