Concursive Help

How to Modify an Account Folder's Record

1. Login to your ConcourseSuite site.
2. Click on the “Accounts" tab.
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3. Select search.
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4. Enter the search terms into the appropriate fields. If you leave all of the search fields open, the search will return all of the account records in the system.
5. Click Search.
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6. Click the blue action icon to the left of the account that you would like to modify.
7. Click View Details.
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8. Click on the Folders tab on the right side of the page.
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9. Click on the appropriate folder.
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10. Click on the blue action icon to the left of the folder record that you would like to modify.
11. Click on Modify.
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12. Make the necessary changes to the folder record.
13. Click Update.
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