Edit an Entity Credit Card Issuer


Administrators can change the bank account and status used for an Entity Credit Card Issuer.

  1. In the tab bar, click  AppLauncher.png App Launcher, or in Salesforce Classic, click  PlusSign.png Nimble AMS, Staff View, Button, All Tabs.

  2. Click Edit.

  3. Select a list view—like All Active Entities—and click Go!

  4. Click the name of the entity using the entity credit card issuer you want to edit.

  5. In the Credit Card Issuers related list, click edit you want to edit. for the entity credit card issuer

  6. Make any desired changes.

  7. Click Save.