1. User Guide
  2. Account Classification Rules
  3. Account Classification Rule Summary Page
  4. Edit an Account Classification Rule

Edit an Account Classification Rule

The edit feature enables you to update the details of an existing Account Classification Rule. Perform the following steps to edit an existing Account Classification Rule:

  1. In the Account Classification Rule list, select the Action icon adjacent to the Account Classification Rule name that you want to edit.
  2. Click Edit to open the Account Classification Rule window. Only the Name field is non-editable.
  3. Update the required fields.
  4. Click Save.
The saved Account Classification Rule is displayed in the Account Classification Rules list on the Account Classification Rule page.