You edit an external organization to update its details and classifications.
To edit an external organization:
-
Navigate to the organization record.
You can search for organizations in the
Activity Zone. For information, see Search for Organizations.
-
On the organization record, click
.
- Optional:
On the Edit External Organization screen, in the Organization Details section, update any of the details about the organization, as required.
-
To update a classification, in the Classifications section, click
for the classification that you want to edit.
-
To update additional information about the organization, including the financial year end, date account opened, year established, and CIS expiry date, click the Additional tab and then modify any of the details.
-
Click
Save.