How do I edit business?

Describes how to edit an existing business.

Updated over a week ago

You will need the Limited Write Financial permission to perform this action.

Navigate to the business, Contacts > Businesses tab > View Button.

Then select "Edit business" from the "Actions" menu in the upper right.

A pop up will appear with the following fields

  • Name - the name of the business

  • Description - a description for the business

  • Status - the status of the business. You can use the drop down menu to the right to add, edit, and delete statuses.

  • Address - the address for the business

When you finish updating the fields, click on "Save" to save your changes.

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