Edit a service provider record - On Premises 7

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You can update the information in an existing Service Provider record.

To edit the service provider record:

  1. Click Service Provider under Settings to display the Service Provider screen and ribbon bar options.
  2. Select the record you want to change, then click Service Provider > Open in the ribbon or right-click and click Open. The selected Service Provider window opens.

    Service Providers Open Edit

  3. Make your changes to the record.
  4. Save your changes.