To edit a Customer, from the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list will be displayed. 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 may type in the first four characters of either the customer number or the customer name to locate the record faster.
The Customer record will be displayed. At the upper right of the page, click on the Edit button.
The Customer will be displayed in edit mode. Make the necessary changes, and then click the Save button at the upper right of the page when finished.
