Edit an account

Change a customer's name, type, account number, parent account, billing basics, contacts and locations from the full account editor.

In the sidebar, open Accounts, then All Accounts, and open the customer. Press Actions, then Edit account. The editor opens at /accounts/ followed by the account and /edit. Its heading reads Maintain the account workspace.

The editor puts everything about the account on one page: who they are, their contacts, their service addresses and the basics of how you bill them. A summary on the side lists each part and jumps to it.

Before you start

Your role needs permission to change accounts. An archived account cannot be edited; restore it first.

Steps

1. Change what you need in the account section: Account type, name, Account number and status. A choice from a list saves straight away. A typed field saves when you press Enter or move to the next field. Each save shows Account updated.
2. Open Advanced fields to change the Parent account, the picture, or where the customer came from.
3. Open Billing basics to change the Billing contact, the Bill-to location, payment terms and delivery choices. The customer's Billing Settings tab has the full set.
4. In the contacts part, edit a contact in place, or open Add contact to add a new person with their Role. A contact's menu can remove them from the account or archive them.
5. In the locations part, edit an address in place, or open Add account location to add one. It shows Saved once it is kept.
6. Press Save to save anything still waiting, then Back to account.

If something looks different

• You try to leave with changes that are not saved yet: Nova asks first, and can save them for you before you go.
• "Failed to update account" with a reason: fix what it names and try again; nothing else you changed is lost.