Navigation Menu > Customers
To edit or update information set for a Customer:
1. From Customers, click on a Customer.
2. Go to the tab, where the information is to be updated.
3. There are two ways to edit depending on the tab:
a. When available, click the green edit button to open the Edit Customer screen. Make change(s) needed. Click Save.
b. When available, click the blue pen icon on the line of the item to be edited. Make the changes and Save.
See Customer Setup for more details on tabs and fields within Customers. Also refer to the appropriate tab as a topic name, such as see Profile Tab for more information on the Profile tab within Customers.