Editing a Basic Record

Navigation: Records > Organization > Basic

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 with the basic record you want to edit or scroll through the list of organization records on the page
4. Click the name of the organization. The Organization Record page will display.
   
   
   
   
5. Click the Basic tab. The basic fields will display.
   
   
   
   
6. Edit the basic field(s) you desire. See Creating a Basic Record for instructions.
7. Click