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How To Edit An Account? (KB10000042)

1. Click the Account tab and  Account browser on the top.

2. Locate the account you wish to edit.  You can use the filter to help you search.

3. Click the company or the contact name to view the Account Details.

4- The fields are open to edit. Make your modifications and click outside the edited field, within the same screen, to save. The system will automatically save te changes once you click outside the field.

Note:  You may only edit accounts which are owned or assigned to you, or if you have administrative rights.




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