Using Search to Find & Edit

To update an Account/Organisation record, search for the Account/Organisation via the Global Search and click on the Account/Organisation Name to access the record or click the Arrow Icon and select Edit to view the record in Edit mode.


If you haven't accessed the record in Edit mode, you can click the Edit Button on the Account/Organisation Detail Page or hover over a field and double click to only update that field.



Edit Mode

In edit mode all editable fields (not read only fields) will be visible and you can make updates as needed. Click Save to commit the updates to the database.