• | Only users with Administrator or Power User privileges can edit a customer's information in the Contacts Editor. |
To edit customer information, do the following:
1. | On the Dashboard home page, scroll to Contacts. Click on View/Edit Contacts. The Contacts Lookup screen appears. |
| Contacts Lookup Screen |
2. | In the Contact Type field, scroll through the drop-down menu and select Web Customer. |
"Web Customer" refers to both Web Store and Order Entry customers.
3. | To display the desired name, enter one of the following in the field next to Contact Type: |
• | The % symbol to show all customer names |
• | One or more beginning letters of a name to show all names that start with those letters |
• | The full name of the user to show only customers with that name |
4. | Click Go and the desired name(s) appear under Contact Name in Web Customer Contacts sorted by Last Name. |
5. | Select the user name. The Contacts Editor screen appears displaying the information for the customer. |
| Contacts Editor Screen Showing Customer Information |
6. | Make the desired changes for the customer in any of the following sections of the Contacts Editor: |
7. | Click on Update this Item to save your changes. A message appears indicating that your changes were successfully saved. |
You must click Update this Item to save your changes.
8. | Click on Click here to return home to go back to the Dashboard. |
Other options for leaving the Contacts Editor include:
• | Clicking Cancel to leave the Contacts Editor without saving your changes and return to Contacts Lookup |
• | Clicking here to go back to the Dashboard home page without saving your changes |
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Related Topics
Introduction - Managing Web Store and Order Entry Customers (Customers) (Administrators & Power Users)
Adding a Customer (Administrators & Power Users)
Looking Up a Customer (Administrators & Power Users)
Editing Customer Information (Administrators & Power Users)
Contacts Editor Screen:
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