Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each customer that will transfer over to all new quotes and orders.

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 and select to view. The Customer view 

            page will open.

  3.       Hover mouse over the Actions menu and select {Edit} from the drop-down.

    A Customer Edit modal window will open.  

  3.      Make required changes.

To Be Edited
General Customer Information 
(Name, company information, contact information, etc)
To edit, add, or delete General Customer Information (See Customer-Creating a New Customer)

Locations (Default billing and shipping addresses)
To edit, add, or delete Locations (See Customers-Locations)
Financial (Discount, tax type, accounts payable contact, etc)
To edit, add, or delete Financial (See Customers-Financial)
Communication Defaults (Document and Canned Email defaults)To edit, add , or delete Communication Defaults (See Customers-Communications Defaults)
Online Ordering (Payment options, shipping options, default portals, etc)
To edit, add, or delete Online Ordering (See Customers-Online Ordering)