Skip to main content




How to View and Edit Customer Details


Viewing & Editing Customer Details

Once you have located a customer record under the Customer/Account Tab, click the contact name to display record details. 

       - Use inline editing to edit fields directly on the detail page by double clicking the field. Inline editing is
          available any where you see the yellow pencil icon 

       - To display the page in edit mode, click Edit, make your changes, and click Save.

       - To save the current customer and create another one, click Save & New. 

       - To open a printable display of the record details, in the top-right corner of the page, click Printable View.