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Modify a Customer Record

Complete the following procedure to modify an existing customer record.

Note: This procedure selects an existing customer from the customer database for review and maintenance of the customer's record. To add a new customer to the database, refer to Create a Customer Record.

  1. ClosedNavigate to the desired customer's Customer Information for (customer) screen.

    1. Log In to the Data Center Application to display the Data Center ribbon menu.

    2. Select a Customer.

    3. Select Customer Admin > Customer Information and Edit from the main menu to display the selected customer's Customer Information for (customer) screen.

  2. ClosedEnter/edit Customer information on the screen.

  3. Click the Submit Changes button to display a confirmation window.

  4. Click the Close button to close the confirmation window and display the customer's Overview of screen.

 

 

 

 

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