Editing Customer Details

To find the customer you want to edit, click Customers on the Main Menu followed by Add/Edit Customers. Alternatively, click Customers on the Toolbar and then click Add/Edit Customers. This will display the Add/Edit Customers screen. Make sure the Details tab is selected (refer to Details Tab for a detailed explanation of this screen).

If you know the customer number for the customer, enter this information in the Number field and press Tab or Enter or click the Find button located at the bottom of the screen.

If you do not know the customer number for this customer, you can search for a customer using any of the contact information fields on the Details Tab, such as Surname (or Company), Home Phone, Work Phone, Mobile Phone or Facsimile. Simply enter the information that you know and press Tab or Enter or click the Find button.

If there is only one customer who matches the details you entered, then that customer’s details will be displayed. If there is more than one customer, then you will be presented with the following Select a Customer screen:

Figure : Select the desired customer from the list of customers displayed on this screen

From the Select a Customer screen you can find the desired customer from the list of customers. Once you have found the customer, select them and then click on the Select button. This will then populate the Details tab with the selected customers details. You can then edit their details from this screen. Click Save to permanently save your changes. Note that once a change has been saved, it is NOT reversible.