Blueleaf

Blueleaf Support Center

Changing account names and types

Last Updated: Jan 21, 2013 06:18PM EST
To change an account title and type:
 
* First go to the Accounts page then click on the account. Note that 'Edit details' doesn't show up until you hover your cursor over the account at the bottom of your institution's block. 
* To change the account title, change the Name. 
* To change the category, select from the Type options. 
* Save.

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