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Editing an Organization Record

Navigation: Records > Organization

  1. From the bottom navigation bar, click Records
  2. Click Organization. The Organization Manager will display.
  3. In the Search field, enter the name of the organization record you want to edit or scroll through the list of people on the page
  4. Click the name of the organization. The Organization Record page will display. 



  5. Edit the organization record, as needed. See Creating an Organization Record for instructions.
  6. Click