Edit an Organization

You edit an organization to update its details, and to add or edit its classifications.

To edit an organization:

  1. Navigate to the organization record.
    You can search for organizations in the Activity Zone. For information, see Search for Organizations.
  2. On the organization record, click .
  3. Optional: In the Organization Details section, update any of the details about the organization, as required.
  4. Optional: In the Classifications section, click to update a classification.
  5. Click Save.