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Edit a Customer Record

A tqAdmin (with suitable permissons) can use this procedure to edit a customer record.

To edit a customer record

  1. At the top of the navigation panel, click General Module Group icon to access the General module group.
  2. On the Module toolbar, click Customer Management Customer Management icon.
  3. On the Current Customers page, in the row of the customer that you want to edit, click Edit Icon.
  4. On the Edit Customer page, on the Basic Information tab, enter the relevant information.
  5. For login to restricted areas of your Website, make sure to define User Name and password.
  6. On the Additional Information tab, enter the relevant information.
  7. To enable inclusion of the customer in mailing lists, make sure that the Part of mailing-list value is Yes.
  8. If needed, type information on the other tabs.
  9. Click Save.

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Topic: Edit a Customer Record