How do I edit a Customer profile?
This article is a step-by-step guide on editing the information in a Customer profile.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
- From the Navigation Sidebar, select Users and then Customers.
- Locate the Customer you wish to delete.
- From the Gear menu, click Edit.
- The Customer profile will open.
- Edit the Customer information as required.
- When complete, scroll to the bottom and click Save.
- A notification will appear stating that the Customer details have been updated.
