To edit a Customer, from the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the Customer you want to edit, and then click on the hyperlink in the Customer # column to open the customer record.
At the upper left of the page is a search field. You can type in the first four characters of either the customer number or the customer name to locate the record faster.
The Customer record opens. At the upper right of the page, click the Edit button.
The customer opens in edit mode. Make the necessary changes, and then click the Save button at the upper right of the page when finished.
