Edit the Details of an Account

Edit the Details of an Account



  1. Navigate to the Accounts module.
  2. Checkmark the account name.
  3. Click on the Edit icon. 


  1. Right-hand side Header should show Edit Account.
  2. The account name selected initially should user Basic details.
  3. Account Type should come by default and be added if required.
  4. Field to enter/edit work email.
  5. Work Phone can be edited.
  6. Address Details can be entered/updated manually.
  7. Financial details can be entered/updated manually if required.
  8. Click on save and exit.



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