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Editing Customer Information (Administrators & Power Users)

Editing Customer Information (Administrators & Power Users)

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Editing Customer Information (Administrators & Power Users)

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Only users with Administrator or Power User privileges can  edit a customer's information in the Contacts Editor.

 

Refer to these topics for more information on privilege levels: Administrator Privileges, Power User Privileges, Users Privileges, and Everyone Privileges.

 

 

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.

 

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Contacts Lookup Screen
2.In the Contact Type field, scroll through the drop-down menu and select Web Customer.

 

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"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.

 

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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.

 

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You must click Update this Item to save your changes.

 

 

8.Click on Click here to return home to go back to the Dashboard.

 

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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

 

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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