Edit a Customer's Details

You can edit the customer's contact information.

This tab lets you update the following:

Any edits are saved automatically.

If you want to add an image, then complete the following:

Complete the following fields.

Field	Description
Customer ID	Unique identification code for the customer. It can contain letters, numbers, or a combination of both, and can be up to 24 characters long. The Customer ID needs to be something meaningful to you since the Customer List will be sorted by this ID by default.
Customer Name	Full or official name of the customer. It can contain letters, numbers, or a combination of both, and it can be up to 50 characters long.
Preferred Name	If you have a preferred name, then uncheck the Same As Customer Name check box and enter in the customer's preferred name.
Status	Select the status of the customer. The available options are set up by your Administrator.
Email	Enter the customer’s email address.
Barcode/Tag	Specify a custom barcode using your company's naming convention. System generated and custom barcodes can be used.
Can Login To M+ Work Requests	By default, this is OFF, toggle this ON to let this customer log in to Eptura Asset's work requests.

For the Contact Information area, click the Expand icon and complete the following fields.

Field	Description
Phone Number	Enter the customer's phone number.
Email	Enter the customer's email.
Website	Enter the customer's website.
Street Address (Line 1)	Enter the customer's address.
Street Address (Line 2)	Enter the customer's address.
City	Enter the customer's city.
State	Select the customer's state.
Zip	Enter the customer's zip or postal code.
Country	Select the customer's country.