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
3. Open the Contact Information area of the window
4. Here you can edit the Address, Phone Number, Email and Website.
5. After entering any information, the edits will be auto-saved.