How do I edit a branch?

  1. The user will need the right permissions to edit - Allowed to modify system settings (users-customer portal users-permissions)
  2. Click the settings tab on the toolbar
  3. Along the left hand side you have a toolbar, click branches and then branch list
  4. Click on the branch you wish to edit by clicking the cog icon under tools
  5. You will see a screen with branch details and fields, make the changes necessary and click save
  6. You will be given a confirmation that this is saved, you can now click new branch or OK
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