To edit a Competitor, click Contacts on the main toolbar, then select Competitors on the left toolbar. The Competitor list is displayed.

Click the icon next to the Competitor you want to modify. Then click the Modify button under the Action column to make changes to the Competitor. Press Save when finished or Cancel to exit, or you can also press Delete to remove the Competitor. You will be taken back to the main Edit Competitor screen.

Also in this screen, you can move to the next or previous competitor on the list by pressing the Previous and Next buttons.

The Competitor Detail screen also includes related information for the competitor (which includes: Documents, History, Notes, Relations and Tasks), to see all the related information together Click the All Tab.

You may also choose to show only certain related information, such as only Notes in the screen. Once the related information have been selected, you can fill in the fields with the necessary information

Press Finished when you have completed all the modifications. This will save all the actions.