Edit an account

Edit (from a row action on All Accounts or the account detail page) opens the full-page form headed Edit with the account's name — "Update account information". It carries the same four tabs as the Add Account form; the tab labels turn red with an error dot when a field needs fixing, and submitting with errors shows "Please fix the validation errors before submitting."

General

• Account Name (required) and Status (required — Active, Inactive, Blocked), plus Legal Name.
• Contact Information — Phone, Email, Website.
• The classification card — Account Type, Carrier Type for carriers (Air, Ocean, Ground, Multimodal), and the additional capabilities (Shipper, Consignee, Agent, Broker, Warehouse…).
• Additional Notes.

Contacts

Lists the account's contacts. Add Contact opens New Contact — First Name and Last Name (required), Title, Email, Phone, and Mobile / WhatsApp — then Add Contact saves it. The primary contact carries a Primary badge.

Addresses

Manage the account's repeatable addresses here (Main, Billing, Shipping, Warehouse). Unlike the create form — which saves only the first address — the edit page lets you add and save every address.

Financial

• Currency, Payment Terms, Credit Limit.
• Tax ID Type and Tax ID.
• Sales & Commission — Sales Representative, Commission Type (Income or Profit), and Commission Rate (%) (0–100).

Saving

Update Account saves and returns to the account page; Cancel discards. Roles, the carrier subtype, and the account fields all save together.

Related

• Accounts screen reference — the Add Account form, tab by tab
• All Accounts