Editing an Account

Use the Account details page to modify account information.

  1. Select Master Explorer > Sales > Accounts. The Account list page is displayed.
  2. Click the account name. The Account details page is displayed.
  3. Modify the required information.
  4. Click Save.
    Note: A message is displayed to update contacts with required information. Select the appropriate checkboxes, and click OK to update the information in any associated contacts.
Related topics