Contact information

From the Edit Contact Information page, CSA users only can maintain the contact information for a company, which includes a name, address, telephone and fax numbers. The changes can be independently applied to address fields within the system and to the contact information that is used for bank statements and other correspondence. You also have the option of applying the changes to all accounts or to only selected accounts. If you choose to select accounts, the Edit Contact Information: Specify Accounts page displays a list of account choices.