Editing an Account

Follow the steps below to edit an Account record.

Step	Action	Comment
1.	Select Accounts from the Module Tabs.
2.	Click on an account to open, then click Edit from the Action bar.
3.	Account Name is mandatory.	Required fields are denoted by (*) asterisk.
4.	Account Owner is mandatory. Click on the Account Owner dropdown to select another name, if needed. Click on the "more" icon beside Account owner to view or edit the default privileges.	Owner and Created by fields default to the current user. Default values for account privileges is set.
	To edit privileges, select individual user / group names on the appropriate security field. Click Done to save, otherwise Cancel.
5.	Enter values for system-defined fields. Account Type, Status, Region, Industry, Held by and Ownership are all multi-value fields. The values to choose from are setup of the Setup>Keywords on the Setup Module and are configurable by the Administrator.	For Multi-select dropdown, click on a value while holding the <Ctrl key>.
6.	Enter values user-defined fields, if applicable.	All User-Defined Fields are setup and configured by the Administrator.
7.	On the Address section, enter all address information that applies. Two types can be entered : Main Address, and Other Address.	The main address can be inherited by Contacts for this accounts.
8.	Enter values for Comments, if desired.
9.	Select Mailing list, if desired.
10.	Type a path and filename on the Image Upload field, or, click Browse to access the directory and select a file. This will show as the logo for the Account.	File is a picture file and recommended to be either in .jpg or .gif format.
11.	Click on Save on the action bar, to save.	The accounts form closes and account is now displayed on the Accounts List.