Edit account details for change of address, phone number etc.
After reading this article you will be able to:
- Navigate to an Account record
- Edit customer details
Step One: Navigate to an Account Record
- Click the App Launcher icon.
- Enter Accounts in the quick search area.
- Click Accounts.
- Click desired Account.
Step Two: Edit Customer Details
- Click Edit.
- Edit desired fields.
The editor contains (a) general info and (b) address.
- Click Save.