As people’s lives change, you can keep up with those changes by remembering to regularly update and edit their entry in your customer database.

 

  • Click “Customer Management”
  • Click “Customer List” from the drop-down
  • Find the customer you want to edit
  • Click the edit icon for the customer you wish to edit (in orange, on the far right side of the bar)
  • Edit as necessary
  • Click “Save”
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