Edit an Entity


Administrators can update entities as needed, for example, when the remittance address changes, or, the logo needs to be updated.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
  2. Click Entities.
  3. Select a list view—like All Active Entities—and click Go!
  4. Click Edit next to the Entity you want to modify.
  5. Make the desired changes.
  6. Click Save.