Edit System RMR

RMR records are attached to a Customer record, so you must first access the customer record.

From the main menu, arrive at the Customers list with this path: CRM > Customers.

The Customers list opens. Locate the Customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.

The Customer record opens. Click on the RMR tab. A list of RMRs attached to the Customer is shown in the grid area. Click on the hyperlink to the left of the RMR you want to edit.

The RMR record is displayed. Click the Edit button located at the upper right of the page.

The RMR record opens in edit mode. Make the necessary changes, and then click the Save button when finished.

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