Edit Customer

A user can edit a Customer from the Manage Customers tab. All customers can be edited from this menu, including Fleet Customers.

To edit Customer Information, follow these steps:

  1. On the Customers menu, select Manage Customers.

  1. Search for a customer.
  1. From the Membership list results, click to select the customer.

The customer record is highlighted.

  1. Click the Edit Customer button.
  1. Edit any additional information available.

  2. Click the Save button.

The message "Customer saved successfully" appears.

 

 

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