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Managing a Customer's Contact Information

Eptura Knowledge Center

Managing a Customer's Contact Information


Managing a Customer’s Address is an important feature of creating a successful Customer profile and can be easily done by following these few simple steps.



1.  Select the Customers icon in the menu ribbon on any page.

2.  Select the desired Customer Record.  By default the customer record will display the Details tab Screenshot 2022-12-29 at 10.19.27 AM.png

3.  Open the Contact Information area of the window ContactInfo.png

4.  Here you can edit the Address, Phone Number, Email and Website.

5.  After entering any information, the edits will be auto-saved.

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