View Account: Edit

Clicking on the Edit link from the page menu will display the previous information entered and allows changes to be made.

The following fields are required:

  • Account Name
  • Primary Contact Name
  • Primary Contact Email
  • User Type
  • Billing Street
  • Billing City
  • Billing: Zip/Postal Code
  • Billing: Country
  • Clicking on Update Account will save and overwrite any previous information.

    Options allow the selection of the account owner (lists dealer users), parent account, primary contact,  and whether to include the information in the Viewer Sync A parent account is not required, however you may assign one to create a hierarchy thereby assigning your new account as a child of another account.  The parent account drop-down lists all accounts which are one level higher than your new account.  To select an account which is not in the list, type a portion of the parent account name and select the drop-down to search and display the resulting matches.

    To create a sub-dealer account, assign a Dealer User as the primary contact type.

    Additional contacts may be assigned by click on the Add/Edit Contacts link.

     

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