Editing a Customer Record

If you have the appropriate security rights, you can edit any customer record. To do so, open the record by double-clicking on it from the Customer List. Make the appropriate edits. For details on each tab of the customer record, see the corresponding section:

• The General tab

• The Detail Tab

• The Jobs Tab

• The Notes Tab

• The Links Tab

• The Billing History Tab

• The Equipment Tab

• The Service Contracts Tab

• The Custom Fields Tab

When you are done editing the customer record, click Save and Close. Your edits will be saved and the record will close.

See Also:
The Customer Record
Customers Overview