Updating Customer Profile

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, or by performing a Customer Search in the Search menu.

  1. Go to Search > Customer Search.
  2. Enter the customer's full or partial name, or Account ID.
  3. Click Search.
  4. Locate the customer from the search list, and click Manage.
  5. Make the desired changes and click Save.

Note:Deleting a customer record will also remove all service requests associated with the recordIf Delete is selected, a message will be displayed asking the user to confirm the action.

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