Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Tap an account in the Accounts list.

   All details for the selected account appear in the main pane.

4. Update an existing account address as follows:

   1. Tap the down arrow next to Addresses in the main pane.

      All the addresses associated with the account appear in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

5. Add an existing address to the account as follows:

   1. Tap New (the plus (+) icon) next to Addresses in the main pane.

   2. Choose the address on the list that appears, and then tap OK.

6. Create a new account address as follows:

   1. Tap New next to Addresses in the main pane, and then tap New (the plus (+) icon) on the list that appears.

   2. Enter the information for the new address in the fields that appear, and then save the record.