Modifying Account Information

Complete the following procedure to modify account information.

To modify account information

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

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

      All details for the selected account appear after the list 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.

3. Create a new account as follows:

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

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