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DealerTeam

How to View and Edit Customer Details

Goal

Edit account details for change of address, phone number etc.

After reading this article you will be able to:

  • Navigate to an Account record
  • Edit customer details

 

Step One: Navigate to an Account Record

  1. Click the App Launcher icon.

1 How to View and Edit Customer Details- App Launcher.png

 

  1. Enter Accounts in the quick search area.
  2. Click Accounts.

2 How to View and Edit Customer Details- accounts navi.png

 

  1. Click desired Account.

3 How to View and Edit Customer Details- record.png

 

Step Two: Edit Customer Details

  1. Click Edit.

4 How to View and Edit Customer Details- edit btn.png

 

  1. Edit desired fields.

The editor contains (a) general info and (b) address.

5 How to View and Edit Customer Details- edit section.png

 

  1. Click Save.

6 How to View and Edit Customer Details- save btn.png