- Click on File, select Client Services, then click on Find Customer.
- A pop up box would appear, enter the client’s name in the search bar.
- The details of the client would appear in the box next to the jpg box.
- Click on the edit button (looks like a pencil) which displays an Edit Customer form.
- Add or remove any information you need on the form.
- When you are done, click Update
HOW TO MODIFY CUSTOMER DETAILS
Updated on February 9, 2022
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