Edit a Customer

Bixera

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 graphic 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 graphic 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 graphic to save the details or click graphic to cancel.