Step 1 – Open the members contact page
Step 2 – Click/Highlight the Account name
Step 3 – Press Delete. This will remove the company. To add new one, search using the search function. If company doesn’t exist on our system, it will need to be created.
Step 4 – Insert company name on the search and click search. This will populate a drop down menu. Select the new company.
(small tip, if you know the companies record number, you can input the number onto the search and click tab. This will auto update for you)
Step 5 – Click on Save on the bottom of the screen
Step 6 – Refresh the contact screen. These should now be updated