Editing an Account

Editing an account means modifying its major data, not the data linked to the account such as contact persons or locations. This linked data can be edited via their individual details views.

Changing Major Account Data

To edit an account’s major data, first open the account (i.e. its details view). You can move to an account’s details view from every view that references the account, e.g. a search results page.

Now, in the account’s view, click the Edit button below the account name:

The following form is then displayed:

All account fields can be modified. If you wish to add this account to account collections (or remove it from collections), you can do this here, too. Finally, click the Update button.

Editing Data Associated with an Account

The data linked to an account can be accessed by means of the tabs in the account’s details view.

To modify such data, activate the corresponding tab and pick the item from the list displayed there.