Editing

Editing Basic Account Info: Basic account information can be edited or added directly from an open account. The Green Pen next to last name in the account information section of an open account needs to be clicked on to enable editing/entering bas...

Adding an Address An address is a location that mail is sent to for this account. For any single account you may have any number of addresses. Example: business address, home address, summer address. Open the appropriate account. Open the co...

Adding a phone number Right click in the grey area on the right side under contact information. Click New Enter phone type, area code and phone number. If you would like, you can link the phone number to an address by selecting it from the d...