Editing a Customer

Overview: 

The purpose of this article is to walk through how to edit information within a customer profile.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Customers Module

Steps:

Follow the below steps to edit a customer:

1. Go to the Customers module.
2. Click anywhere in the customer's row or click on the down arrow under actions and then "Edit" (found to the right of every customer).
3. Make needed changes, then click "Save". 

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737