Edit Customer Account

Menu Path: Customer > Maintenance > Edit Account

• Key in Customer ID or click Search for search function and click Submit

• Customer Details, Optional, Credit Terms and Custom Fields will follow the information upon Customer Account Creation
• Edit or Add more information on the customer data → refer to the Customer Configurations on the compulsory information
• click Save Changes

• Add Contact Person → used for Intercompany Stock Transfer and Membership

• Add Vehicle → user for Workshop Function

• Add Pricing Info 

• Add Item Link → used to link the item to specific customer

• Add Label Link → used for task scheduler or plugin

• Custom Fields Tab used if user need another field on contact person page → make sure to configure the custom field which applicable to "Customer Contact Person Create and Edit"

Example: Email 4

Related Wiki Pages: