Edit organization information

AI-generated summary

Genesys Cloud allows users to edit organization information within External Contacts through a straightforward process. Users can modify details for organizations created in External Contacts, though organizations imported from Salesforce cannot be edited. The process involves navigating to Directory > External Contacts or Menu > Contacts > External Contacts and Organizations, selecting the Organizations tab, locating the desired organization through search if needed, and clicking Edit Organization to update details. Changes are finalized using either Save or Save and Close options.

PrerequisitesClick to expand

Note: You can edit information for organizations that have been created in External Contacts. You cannot edit information for organizations that have been imported from Salesforce.

Click Directory > External Contacts.
Click Menu > Contacts > External Contacts and Organizations.
Click the Organizations tab.
If necessary, search for the organization.
Click the organization that you want to edit.
Click Edit Organization.
Update the organization details.
Click Save or Save and Close.

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Edit organization information