Customers - Editing a Customer


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. 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
Customer Details

1. Hover mouse over the {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)

Details that can be edited include:
- General Customer Information (Name, company information, contact information, etc)
- Locations (Default billing and shipping addresses)
- Financial (Discount, tax type, accounts payable contact, etc)
- Online Ordering (Payment options, shipping options, default portals, etc)
To edit, add, or delete Notes. (See General-Notes)
ContactsTo edit, add, or delete Contacts.  (See CRM-Contacts)
TasksTo edit, add, or delete Tasks. (See Communications-Tasks)
OrdersTo edit, add, or delete Orders. (See Quotes/Orders-Orders)
ItemsTo edit, add, or delete Items. (See Quotes/Orders-Items)
PaymentsTo edit or add Payments. (See Customers-Accounting)