Editing an Existing Program

To Edit an Existing Program

1. On the Program Summary screen, click the Details icon to display the Program Details > Associated Branches screen.

2. Click the [Edit] link.

Note: Modifying the program name will modify all programs currently in use at the Client > OPPORTUNITIES level.

3. In the Edit Program pop-up window, change the program name in the Description field.
4. Click the [Save] link to save changes or [Cancel] to return to the Program Details screen.

5. Click the [Add New] link to associate other branches to the program.

Related Topics

Programs

Adding New Programs

Associating Programs with Branches

Setting Program Status to Inactive

Removing Associated Branches

Removing Programs