Edit a Customer

You must have the Customer Add Permission to add or edit a customer.

  1. Go to Web App > Navigation Menu > Customers > All Customers.
    Add Customer 3

    The Customers page appears.

  2. Click the Hide Metrics to view all the customers.
    Edita Customer 1
  3. Click the Filters button and apply the filter options to find the customer you want to edit.
    Edita Customer 2
  4. Under the Actions coulmn, click the edit icon to edit the customer.
    Edita Customer 3

    The Modify Customer page appears.

  5. Modify the customer details.
    Edita Customer 4
  6. Click Save.