Update Customer Information

Customer information may change during the implementation and set up life cycle for a Group Customer. A Group Customer may change preferences and detail that has been established as configurable data entry fields. When situations arise that require Group Customer detail to be changed or updated, simply open the customer record and make the necessary changes.

Important:  Any changes to the Customer will be made through specific Group Customer Activities (Client level activities).

Steps to Update Existing Customer Information

1. Search for a Customer. The search results will display in the Customer Search Results window.

2. Scroll through the search results and click the Customer record . The Customer screen will appear with the Customer's information.

3. Update the Customer detail information.

4. Click Save.

Important: If the search results contain more than ten results, then only the first ten results will display. Adjust the Maximum Results drop-down box in the bottom right corner of the screen to display the additional search results. 

Steps to Change Customer Address Information

1. Search for a Customer. The search results will display in the Customer Search Results window.

2. Scroll through the search results and click the Customer record. The Customer screen will appear with the Customer's information.

3. From the Entity Navigation list click Address. The Address screen will appear with the address information.

   1. Click the address record (row expander button) to change the existing address details. Update the address details.
   2. If a new address needs to be added, click Add Address. Add the address details in the new row.

4. Click Save when finished with the changes / adding the new details.

Note: Change the default address by clicking the radio button next to the address that should be used as the default.

Steps to Change Customer Phone Information

1. Search for a Customer. The search results will display in the Customer Search Results window.

2. Scroll through the search results and click the Customer record. The Customer screen will appear with the Customer's information.

3. From the Entity Navigation list click Phone. The Phone screen will appear with the phone information.

   1. Click the phone record to change the existing phone details. Update the phone details.
   2. If a new phone number needs to be added, click Add Phone. Add the phone details in the new row.

4. Click Save when finished with the changes / adding the new details.

Note: Change the default phone by clicking the radio button next to the address that should be used as the default.