How to edit a customer profile

How To

How do I edit or make changes to a customer profile?

Follow these steps

Do you need to add a customer to a loyalty program, attach a price book to a customer profile, or update a phone number? To make edits to existing customer profiles, follow these steps.

  1. Select Customers > List.
  2. Select View Customer.
  3. Select Actions Edit > Customer.
  4. Use the tabs to navigate through the profile and make the necessary profile changes. When finished, select Submit.

More Information

For a description of each customer profile tab and the respective data fields, see the article How to create a customer profile.

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