AdvoLogix Help

How do I update an Account?

Updated

The Account record allows your organization to collect information about the organizations your team interacts with. The Account record helps support other records (Matters, Contacts, Activities, etc.) that collectively give your organization a 360° view of your business relationships.

Accounts Tab

Accounts TAB

Clicking the Accounts tab brings you to the Accounts tab home page.  The Accounts tab displays a home page that lets you quickly create and locate all types of accounts. 

From the Account Tab Home Page

From Account TAB Home Page

Click the Go button.

Edit an Account From the Account Tab List View

Edit An Account  ~  From Account TAB List View

Click the Edit button.

Change Account Detail

Change Account Detail

Change any Account Information as desired.  

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