You can edit the details of an organization within the context of a project enquiry, such as an organization's role.
To edit the role details of an organization on an enquiry:
-
Navigate to the enquiry.
You can search for enquiries using the
Search Enquiries link in the
Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the
Personal Zone.
-
Do one of the following:
- To edit an internal organization, in the Internal Organization band, click
.
- To edit an external organization, in the Organizations and Contacts band, click
.
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On the Edit Organization window, modify any of the details for the organization, as required.
-
Click
Save.