Edit Account Details

The edit Account details option enables you to update the details of the Account. To edit the details of an Account, perform the following procedure:

1. Click button present in the same row of the Account details, from the Account

The Account – Edit page is displayed with the Account details. This page also displays the Created By and Last updated at details.

2. Update the required fields. For more information, see Add New Account

Note: You cannot update the Account ID, Account Name, or Account Type.

3. Click button to save the Account information.

You add notes in Notes grid. For more information, see Add Notes section.

You can also click  button to print the Account details. For more information, see Print Pages section.