How to Modify an Account Folder's Record
- Login to your ConcourseSuite site.
- Click on the “Accounts" tab.
- Select search.
- 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.
- Click Search.
- Click the blue action icon to the left of the account that you would like to modify.
- Click View Details.
- Click on the Folders tab on the right side of the page.
- Click on the appropriate folder.
- Click on the blue action icon to the left of the folder record that you would like to modify.
- Click on Modify.
- Make the necessary changes to the folder record.
- Click Update.