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How do I Edit my Customers and Contacts?

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  • October 31, 2018
  • Sharyn Dunn
  • Managing Your Account

EDITING YOUR CUSTOMERS 

To edit an address or contact information go to Customers/Manage on the menu.  In the search box start typing the customer’s name you are looking for the and system will search as you type.  Upon finding your customer on far right of the customers information under action click on edit.

  • Your customer window will open
  • If you need to edit the address click on the address tab, find the address box on the left and click on it
  • The address will populate on the right portion of the screen
  • Begin making your edits
  • When finished click update in the bottom right
  • Then click save customer to close the window

To edit contact information you would follow the same steps above excpet you would start by clicking on the Contacts tab.

Tagged: addresscontactcustomerdepartmentmake change

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