Editing an Account

To edit an account, complete these steps:

1. Search for an Account. (Refer to the previous topic for instructions). The customer account information loads into the header section.

2. Click the Edit button. The Name and Client Type fields become editable.

3. Edit the Name field and change the selected Client Type as desired.

4. Click the Save button. The changes are saved and the header section returns to non-edit mode. In order to exit from edit mode without saving changes, click the Cancel button instead.