Edit a Customer
- You can edit the details of an individual or company at anytime.
Customers added via ITarian can also be edited in Quote Manager.
- You can also add more fields and addresses for the customer.
To edit contact details
- Click 'Customers' in the left menu
- Click on a customer name to view and edit their details
The edit form is the same as the new customer form. See the previous section if you need help with the form fields.
- Click 'Save' at the top to apply your changes.