Customers: How do I edit a Customer?

Customers can be edited in two places:

  1. From the Customer List
  2. From the Customer file

 

From the Customer List

To edit a Customer from the Customer list, choose Customers > List

Click the Edit icon against the Customer name 

Make the required changes and click Save


From the Customer File

To edit a Customer from the Customer file, choose Customer > List

Click on the Customers' name

Click the Actions button and choose Edit Customer

Make the required changes and click Save

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