Edit a Customer

Overview

Change an Integrator

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
2. Use the search criteria to find the entry you wish to edit and then click to select it. 
   • Note: You cannot edit multiple entries at a time.
3. Click the  icon in the lower left hand side to open the edit screen.
4. Select the correct Integrator from the Integrator drop down menu.

5. Confirm changes with the  button.

Change a Customer's Name

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
2. Use the search criteria to find the entry you wish to edit and then click to select it. 
   • Note: You cannot edit multiple entries at a time.
3. Click the  icon in the lower left hand side to open the edit screen.
4. Using Customer Name field enter the new Customer Name.

5. Confirm changes with the  button.

Change a Customer's Billing Address

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
2. Use the search criteria to find the entry you wish to edit and then click to select it. 
   • Note: You cannot edit multiple entries at a time.
3. Click the  icon in the lower left hand side to open the edit screen.
4. Enter the Address in the Billing Address text fields.
   • Note: If the billing address is the same as the mailing Address check the Same as billing address

5. Confirm changes with the  button.

Change a Customer's Billing Address

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
2. Use the search criteria to find the entry you wish to edit and then click to select it. 
   • Note: You cannot edit multiple entries at a time.
3. Click the  icon in the lower left hand side to open the edit screen.
4. Navigate to the Address fields on the right associated with the Customer.

5. Confirm changes with the  button.

Add an Email

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
2. Use the search criteria to find the entry you wish to edit and then click to select it. 
   • Note: You cannot edit multiple entries at a time.
3. Click the  icon in the lower left hand side to open the edit screen.
4. Click  to the right of Add Email.
5. Select either Personal or Work in the first drop down menu.
6. Enter the email address in the new text field.
7. Confirm changes with the  button.

Add a Telephone Number

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
2. Use the search criteria to find the entry you wish to edit and then click to select it. 
   • Note: You cannot edit multiple entries at a time.
3. Click the  icon in the lower left hand side to open the edit screen.
4. Click  to the right of Add Phone.
5. Select Work, Home, Mobile or Fax from the first drop down menu. 
6. Enter the phone number in the newly created text field.
7. Confirm changes with the  button.