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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 
    App Launcher, or in Salesforce Classic, click 
    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.

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