Modifying the Details of an Active Customer
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You can modify the personal details of a customer using this screen. The details are displayed under two tabs, Home and Contact. The following details are displayed:
Home
1. Name: Displays the name of the selected customer, by default. You cannot change this value.
2. Picture:
Click to select and upload a picture.
3. Category: Select a value from the drop-down list. The values that you define in ...... are listed.
4. Tags: Select a value from the drop-down list. The values that you define in ...... are listed.
5. Note: Enter more information about the customer.
6. Documents: Click to upload documents provided by the customer.
7. Roll No: Enter a roll number for the customer.
8. Birth Date: Click to select the birth date of the customer from the calendar.
9. Gender: Enter the gender of the customer.
10. Father Name: Enter father's name for the respective customer.
11. Mother Name: Enter mother's name for the respective customer.
12. Occupation: Enter the occupation of the customer.
13. Previous Exp: Enter previous experience of the customer with the coaching institute, if any.
14. Blood Group: Enter the blood group of the customer.
15. Click to save the details or click
to cancel.