Change Customer Information

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Here's how to change some (or all) of the information about an existing customer.

1. Find the account you want to change by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the button.

4. This will display the Add, Change, Delete Customers window for that account.

5. Use the   key to go to the text box you want to change and key in the change.

6. If there are more fields to change,  to them and key in those changes also.

7. When you're done making the changes, left-click the button.

8. This will display the Account Preferences window.

9. If the changes were made correctly, left-click the button which will take you back to the account screen.

10. If the changes were NOT made correctly, left-click the button which will leave you on the Add, Change, Delete Customers window so that you can try again.