Editing Customer Contact Information

To edit customer contact information, complete these steps:

1. Search for an account that has customer contacts associated with it.

2. In the Customer Contacts section, click the Edit button. The Add/Edit Contact dialog box opens.

3. Edit the Name, Title, and Instructions associated with the customer contact. The OK button becomes enabled.

4. Click OK to save the edited customer contact information to the database or Cancel to avoid saving the information.