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. Click the required Customer record. The Customer screen will appear with the Customer's information.

  3. Update the Customer detail information.

  4. Click Save.

Important: Using the View Rows option, to control number of rows appearing in the search results, this option appears on the top-left corner in the Customer Search Results window. 

Steps to Change Customer Address Information

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

  2. Click the required 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 to change the existing address details to update the address details.

    2. If a new address needs to be added, click Add icon . The Add Address window appears. Update the address details.

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

Note: To make an address as the default, click the Default radio button appearing next to the address.

Steps to Change Customer Phone Information

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

  2. Click the required Customer record. The Customer window appears with the Customer's information.

  3. From the Entity Navigation list click Phone Numbers. The Phone Numbers appears 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 icon . The Add Phone page appears. Update the phone details.

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

Note: To make a phone number as the default, click the Default radio button appearing next to the phone number.