This guide outlines the steps involved to update the details on an existing account object.

Note: The system uses a procedure that is known as “First Past the Post” – this means that if you unlock and edit an object, you will only be able to save the record if no one else has made any changes since you unlocked. It is not possible to unknowingly overwrite changes someone has made while you were working on the object.

Note 2: This guide is NOT for updating address details. (See URL link for this)

Note 3: This guide is NOT for updating a price book (See URL link here)

• This guide assumes you have completed a search and accessed an existing account. If this is not the case please search for the acontact (URL Link) first

Click the edit icon to the edge of the field