Modifying an account asset

To modify an account asset:

  1. Access the Account detail view. See Using the Account detail view
  2. Click the Assets tab.
  3. Perform any of these on the Assets tab:
    • Click Edit, modify the asset information fields and click OK.
    • Select the record you require to modify, make the changes in the grid, and click Save.
  4. Click Reset to undo your changes, before you click Save.
    Note: Not all columns can be modified in the grid. To determine if a column can be modified, click in the grid. If a white field is displayed, the column can be modified.