How To Access the Account Information

Steps

1. From the Main screen, click Account in the Navigation Bar

2. On the Account screen, click Account Information.

   The Account Information screen appears.

   Figure 3–3 Account Information Screen

   
   

3. Type new or updated account information into the appropriate fields.

   The following table describes all the fields on the Account Information screen.

   Field Name	Required/Optional/Display	Description
   Name	Display	Display only. Shows the account name.
   Street Address 1	Optional	Type the company street address—a maximum of 200 characters.
   Street Address 2	Optional	Type a second street address, such as, a department for a large company or an alternative address, such as a post office box—maximum of 200 characters.
   City	Optional	Type city name—a maximum of 30 characters.
   State	Optional	Select a state from the drop-down list.
   Zip Code	Optional	Type a zip code.
   Country	Optional	Type the country name.
   Primary Business Phone	Optional	Type a valid US telephone number as the company's business phone.  Note – The extension is optional.
   Primary Business Fax	Optional	Type a valid US telephone number as the company's business fax.  Note – The fax and extension is optional.

4. Click the Save Changes button.

   The new account information is saved.