Administrator Guide 2017
Editing a customer
  1. Display the Customer list by selecting Customers from the Setup/Maintenance menu.
  2. Click on the customer that you wish to edit.
  3. Click on the customer name to edit details such as address, phone number, etc.
  4. Add templates by clicking the Add template button and selecting from the drop-down list (essential).
  5. Add locations by clicking the Add location button then filling in the Location name and any other details required (essential).
  6. Documents (such as site maps, codes of conduct, etc) can be attached to either the customer or the location by clicking on the relevant Add document button.
  7. Add any additional contacts required using Add customer-wide contact and Add contact (within each location).
See Also
Adding a customer
Deleting a customer