How to Modify an Account Contact's Details
- Login to your ConcourseSuite site.
- Click on the “Accounts" tab.
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- Select Search.
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- 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.
- Click Search.
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- Click the blue action icon to the left of the account that you wish to modify.
- Select View Details.
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- Select the Contacts tab.
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- Click the blue action icon to the left of the contact that you wish to modify.
- Click Modify.
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- Make the appropriate changes to the contact.
- Click Update.
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