Editing Locations & Accounts

Learn how to update information relating to existing Locations and Accounts

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. For Locations: Open your Customer and select ‘Locations’ within the treeview on the left
2. Find the Location you wish to update and click ‘Select Action’ on the right under actions and select ‘edit’.
3. This will open the relevant Location Details tab where you can update any details as required.
4. Once you have amended all required details, be sure to press the ‘Save’ button at the bottom of the screen.
5. For Accounts: Open your Customer and select ‘Accounts’ within the treeview on the left
6. Find the Account you wish to update and click ‘Go’ on the right under actions and select ‘edit’.
7. This will open the relevant Account Details tab where you can update any details as required.
8. Once you have amended all required details, be sure to press the ‘Save’ button at the bottom of the screen.
9. Please note that amendments to the Annual Usage field against any Accounts will mean the revised figure being used for Opportunities going forward, but the new figure will not be applied retrospectively to existing Contracts or Opportunities in the system.