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Modifying an Online Account

To modify a contact's online account in the Party or Provider Tab, you must have Modify permissions to Name Details > Online Accounts.

To make changes to an online account:

  1. Hover over the desired online account and click the pencil icon to edit the online account listing.

  2. Make the necessary changes in the Edit Online Account window.

  3. Click the Save button to save online account changes. You may choose to Delete the account from the Edit window.

  4. Click the Save button to save all changes on the current tab.

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