Existing account data must be constantly maintained and updated. If a large number of accounts needs to be edited, use maintenance lists for greater ease of processing. Contact your Account manager for more details.
For minor changes or additional information, open an existing account and edit the data.
For important changes such as a new company name or address, deactivate the account. In the toolbar, click on the toggle button active to switch the status to inactive, then create a new record. If necessary, merge the two accounts to retain access to any related data (Merging accounts or contact persons).
Save your input by clicking on the icon in the top left-hand corner of the input window (Ctrl+S).