Navigation:  Customers >

Editing a Customer

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Click on the customer tab if it isn't already selected

Select the search terms or leave blank to list all customers

Filter the search to include only active, inactive or all customers

Click the Search button or press Enter on the keyboard to perform the search

Double click on the listing to bring up the customer detail window

 

 

 

Make any changes to the customer you like and click save or press F2 on the keyboard

 

That is it!

 

You have successfully edited a customer!

 

For an in depth look at each field on the customer window please see the next topic - "Customer Detail".