Changing the Customer CSR

After a customer account is created, you can change which staff user is the Customer CSR.

1. If necessary, open the Edit Customer window:
   1. On the home page, click Administration.
   2. In the Administration area, click Customers.
   3. In the Customers area, right-click a customer row, and from the menu that appears, select Edit Customer.
2. In the Edit Customer window, in the left pane. select Customer CSR, and perform the following steps: 
   1. Clear the check box beside the staff user who should not be the Customer CSR.  
   2. Select the check box beside the staff user who should be the Customer CSR. 
3. Click Update. 
   The new Customer CSR name appears under the customer name.