Edit a location

About this task

Edit a location only to make corrections or minor updates. Do not modify an existing location simply to create a new one. For example, if the headquarters of a business moves from Salem OR to Portland, OR, remove the Salem, OR location and add a new Portland, OR location.

Note: When editing a location, you cannot change the following fields: Non-Specific Location, State, and Country.

You must first find the account of the location you want to modify.

Procedure

  1. In an account, navigate to the Account File Locations screen.
  2. Under the Account File Locations, select the location number link.
  3. The Location Information screen opens in edit mode. Make your changes and click Update.