Edit a customer

Use Menu > Sales > Customers to update an existing customer’s identity, contact details, addresses, financial settings, or parent-customer relationship. Selecting Update returns to the customer page and displays the saved information on the customer record.

Before you begin

You need permission to edit customer records.

To edit a customer

1. Open Menu, and then select Sales > Customers.
2. Select the customer to open the customer page.
3. Select Edit.
4. Update the customer information. To change an address, open the address and update its fields. To change the hierarchy, select or clear Parent customer.
5. Select Update.

QuickStart returns to the customer page and displays the updated information.