Viewing & Editing Customer Details
Once you have located a customer record under the Customer/Account Tab, click the contact name to display record details.
- Use inline editing to edit fields directly on the detail page by double clicking the field. Inline editing is
available any where you see the yellow pencil icon
- To display the page in edit mode, click Edit, make your changes, and click Save.
- To save the current customer and create another one, click Save & New.
- To open a printable display of the record details, in the top-right corner of the page, click Printable View.