Updating One Customer Record

Most of the time, you’ll need to make changes to one customer record at a time. You can make these changes on the Customer Maintenance screen.

To update a customer record

1. Look up the customer whose settings you need to update. The Customer Maintenance screen appears. For more information, see Looking Up a Customer.

2. Make sure the General tab is selected, and do one of the following:

If you have permission to update the entire customer record, click Edit.
If you’re allowed to update the contact information and notes only, click Edit Contact.

3. Make the needed changes. For information about the settings on this screen, see General Tab.

4. To save your changes, click OK.