Customer Record - Data & Docs
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      3. Customer Record - Data & Docs

      How do I view and edit customer information?

      Discover the process of accessing and modifying customer information by considering the application associated with the customer data.

      To view and edit customer information, follow these steps:

      1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
      2. In the customer record, ensure that you have selected the Data & Docs tab, then expand the Customer Details to view all customer information.
      3. To add/update customer data, click into any of the fields listed and enter information.
      4. Once you are done making changes to the customer record, click Save Customer.

      Here is a short video that provides a clear explanation of the process mentioned above: