Editing an Account

Use the Account details page to modify account information.

  1. Select Accounts from the navigation pane. The Accounts list page is displayed.
  2. Click an 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 check boxes, and click OK to update the information in any associated contacts.