The Customer Data section of the check-out window displays a customer's personal data.
Users may modify, or add information to the customer profile by clicking on Update Customer Data, from within the check-out window.
Users may also access a customer's record, to edit or add information, by performing a Customer Search.
- Go to Search > Customer Search.
- Enter the customer's full or partial name, or Account ID.
- Click Search.
- Locate the customer from the search list, and click Manage.
- Make the desired changes and click Save.
Note: Deleting a customer record will also remove all service requests associated with the record. If Delete is selected, a message will be displayed asking the user to confirm the action.