Edit Customer

Edit Customer



Edit Customer

There are two ways in which a customer's information can be accessed and edited...

 

  • You can edit the customer details from within Infinity Software, or
  • Your customer can edit their information from the customer site

 

This topic outlines editing the customer details from within the Customer Profile page.

 

Once a customer's information has been entered into the system, you may need to either add, or update certain information.

 

A customers details can be edited at anytime by navigating to the customer profile page and clicking on the blue pencil icon  which is located in the Header section to right of the page.


 

Edit Customer Information:

Click on the blue pencil icon.

 

The customer information page will appear:


Here, you can add, update, or delete information. 

 

When all changes have been made, click the "Submit" button at the bottom of the page to both accept and save the changes. This action will re-direct you back to the Customer Profile page.

 


You can confirm the changes have been made by clicking on the Sidebar Navigation tab that is associated to the information you changed. When you do this, you should see the updated information. If not, repeat Steps 1 and 2, then recheck Sidebar Navigation information.






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