How to Modify an Account Contact's Details

  1. Login to your ConcourseSuite site.
  2. Click on the “Accounts" tab.
  3. Select Search.
  4. Enter the appropriate search terms. If you leave all of the fields blank, the search will return all of the account records in the system.
  5. Click Search.
  6. Click the blue action icon to the left of the account that you wish to modify.
  7. Select View Details.
  8. Select the Contacts tab.
  9. Click the blue action icon to the left of the contact that you wish to modify.
  10. Click Modify.
  11. Make the appropriate changes to the contact.
  12. Click Update.