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How to update accounts

How to update accounts

Owned by Ann Turner
Last updated: Oct 28, 2020Version comment


Follow the steps below to update an existing account record in Fonteva.


  1. Follow steps on the Find and view accounts page.
  2. On the account page, note the pencil icon to the right of editable fields.
  3. Click the pencil icon and the available fields for editing will be displayed.
  4. Make update and click the 'Save' button at the bottom of the screen.


 






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