How can I edit an account or a contact?

You can edit an account or a contact within the "Accounts or Contacts" option at the task bar.

Edit an Account

1. Click on “Accounts or Contacts.
2. Click on the particular contact to select it (the contact turns dark-blue).
3. Click the "Open" button to open and view particular contact.
4. Configure your contact according to your preferences and click "Save".