General information (customer information)

You must have a customer role that includes the Modify Customer right.

1. On the home page, click Administration.
2. In the Administration area, click Customers.
3. In the drop-down View list, select customer's category (for example, All Customers or My Customers).
4. In the Customers list, right-click a customer’s name and select Edit Customer.
5. In the Customer Info area, provide the customer name, address, and contact information.
6. Update the other required areas.
7. Click Update.

Staff users only, see Creating and editing customers.