How do I edit an Entity?

Overview:

Setting up Entities allows Traction Enterprise to automatically allocate items such as, harvested crop totals, as you progress through the growing season.  There are instances when you may need to edit an Entity Name or Address, therefore Traction Enterprise makes it easy to make changes to your Entities.

Requirements:

• Establish Entities in Setup>Entities.

Process:

1. Navigate to Setup>Entities.
2. On the Entities page, click one of the tabs to find the entity you are looking for:
   • Organization
   • Landowner
   • Supplier
   • Customer
   • Other
3. Select the Entity Name.
4. In the Edit dialog box, change information as necessary.
5. Click Save.

Related Articles:
Getting Started: How to setup Entities
How do I deactivate or delete an Entity?