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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 of the customer.
3. Category: Select a value from the drop-down list. The categories that you define in Manage Office -> Office Setting -> Categories tab are listed.
4. Tags: Select a value from the drop-down list. The customer tags that you define in Manage Office -> Office Setting -> Categories tab 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 the father's name for the respective customer.
11. Mother Name: Enter the 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.