Update an Account (example add a Member to an Account)

Modified on Tue, 29 Nov, 2022 at 1:38 PM

Updating fields on an account is easy, if you know how to update one field, you can update any field on the account. In this example we are updating an account to have a new member, but the same principles apply, just remember to save your changes.  

Add a new Member to an account 

To add members to an existing account, go to the Dashboard. Select the Membership then Accounts:


Search for the account (in this example we are using name), Then click the edit on the account. 

The screen will present you with the basics of the account (the account level is the "home" screen)

Directly below you will see  Account Details , Account Notes, and Order History

The following screen will appear.

To add a Member or an Account Note click the PLUS symbol at the bottom of the Screen ' + '

To edit the information on a member, click the member and edit the items that need updating.

Don't forget to click update in the lower right hand corner. 

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