Customers - Editing a Customer


Step     Action

  1.      Select {CRM}. The page should open on the Customer tab.

  2.       Hover mouse over the name of customer to be edited. A pencil icon will appear on the 

             right-hand side of the name. Select the pencil icon.

          A Customer View page will open.  

  3.      Make required changes.

To Be Edited
Action
Customer Details

1. Hover mouse over {Action} button and then select Edit from the drop-down menu.  
 The selected Customer Edit page will open for editing. (See Customers-Creating a New Customer)
Notes
To edit, add, or delete Notes. (See General-Notes)
Contacts To edit, add, or delete Contacts.  (See CRM-Contacts)
Tasks To edit, add, or delete Tasks. (See Communications-Tasks)
Orders To edit, add, or delete Orders. (See Quotes/Orders-Orders)
Items To edit, add, or delete Items. (See Quotes/Orders-Items)
Payments To edit or add Payments. (See Customers-Accounting)