- Click on Account.
The Account Search screen will display. You can search for an account using the search options and filter at the top. - To Search for an account, use one or more of the following filters available. eg keyword, account type, banner.
Note: the filters available is depended on the fields created or selected as part of accounts.
In System Config > Accounts, you will be able to nominate which fields can be searched on in an account search. - Click Search.
A list of accounts matching the search criteria will display. - Click on the Name of the account to view account details.
The Account Details will display. - Click on the relevant tabs to update the information required.
- Ensure to click Save Changes to each tab where changes were made to save the new information.
Edit an Account Print
Modified on: Thu, Feb 18, 2021 at 4:49 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.