Accounts

To change an account's basic information (Easy Setup Assistant)

Note: If you activated the Use Audit Trail Tracking preference, this is among the changes that are recorded.

1. Highlight the account you want to change to highlight it. Then click Edit; the Profile view of the Account Information window will open. You'll use this window to edit the account.



2. Make the changes you need to make.

Warning:  Other accounts may be affected when you change an account's number

3. Click OK.

Related topics

• Changing, deleting or inactivating accounts