Modifying a Customer

1. Select Setup > Contacts. The Contact Manager appears.

2. From the Contact menu, select View > Customer. Or click the Customer tab at the bottom of the Contact Manager window.

3. Select the customer to modify.

4. From the File menu, select Properties. Or double-click the customer name from the list. Or right-click the customer name from the list and select Properties from the popup menu. The Customer Properties window appears.

   • Select the General tab to modify the code, display, or addresses.

   • Select the Contact Info tab to modify email addresses or phone numbers.

5. After making your selections, click OK.

General tab

1. Modify the code by clearing the Code field then entering the new code.

2. Modify the display by clearing the Display field then entering the new display.

3. Modify an address by selecting the appropriate address type (/Building/Physical/Service) from the drop-down menu, then clicking the Address button. The Address window appears. Input the requested contact address information in the fields provided.

• Repeat step 3 to modify other addresses. Click OK when done to save changes and exit the Address window. Then click OK again to close the Customer Properties window.

Contact Info tab

1. Modify an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to highlight the existing e-mail. Use the computer keyboard to input the updated address.

2. Modify a phone number by clicking the Plus button for the desired Phone type (the Phone window will open) and then using the computer keyboard to delete obsolete information and replace it with current information. Then cick OK to save changes and close the Phone window. Then click OK again to close the Customer Properties window.