Navigate To Customer Details

1. Click on Customers.


2. Click on Search.


3. Click on Name and select search filter, e.g.,
    Name, Account#, Phone or Address.

4. Enter search phrase in Search field.

5. Click on Search.


6. Click on desired search result.


7. Click on Settings.



Edit Customer Details


8. Click on "Edit Customer Details"



9. Edit fields as needed.

10. Click on Save.