Editing customers
Procedure. To edit a customer's record:
Select the Customers > Customer list tab. You see a list of all the active customers in the system.
If required, use the search field and quick filters to find the appropriate customer. For details, see Searching for customers.
Select the customer name in the customer list. As a result, a screen containing details for the selected customer is displayed. You can edit:
Customer details such as their basic information (customer name, Project Manager assigned to them, confidential customer setting, etc.), address details, and reference materials.