How do I edit an account?

Updated on Aug 05, 2020

The following article illustrates how to edit an account.

Accounts Tab

Click the Accounts Tab

Create a New Account

Create New Account ~ From Account TAB Home Page

Click the New button

Edit an Account

Edit An Account ~ From Account TAB List View

Click the New Account button

Change Account Detail

Change Account Detail

Change any Account Information as desired.

Save Your Changes

Click Save to save your changes

Previous Article How do I create a new account from the home page Navigator menu?

Next Article How do I merge duplicate accounts?