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Help > Module 4: Vendor Management > Vendor Management Features > Owner Lookup > Edit an Owner
Edit an Owner

 

An existing owner can be viewed or modified from the Owner Lookup page.

 

1.  On the Owner Lookup search results, click on the Corp Name link to view or edit the owner record. The Edit Owner page is displayed.

 

2.  If desired, change the appropriate fields for the owner.

 

3.  To add a phone number, click Add in the Phone Numbers section. The Add Phone window is displayed.

 

 

4.  Enter Phone Type, Number and Priority.

 

5.  To retain the phone information, click the OK button.

 

6.  To discard the phone information, click the Cancel button.

 

7.  To add officer information for the owner, click the Add button in the Officer Information section. The Add Officer screen is displayed.

 

 

 

8.  Enter all required fields and any appropriate fields to add the officer.

 

9.  To retain officer information, click the OK button.

 

10.       To discard officer information, click the Cancel button.

 

11.       To discard the changes entered, click the Reset button at the bottom of the page.

 

12.       To keep the changes entered, click the Save button at the bottom of the page.