Amend a customer details

You’ve noticed that the customer details are incorrect and want to change them:

• Name
• Customer type and job details
• Responsibilities
• Communication details
• Best days to contact

Customer changes can be made on the General and More pages of the customer record.

Change customer’s personal details (name, job title, etc)

1. Find and open the customer record
2. From the Navigation tab click General
3. Overtype any of the information in the fields, using the drop-down lists where appropriate
4. Click the Save button to confirm the changes

Change customer’s communication details (contact details, best days, etc)

1. Find and open the customer record
2. From the Navigation tab click More
3. Click the Edit button to change the existing information
4. In the box that appears, overtype any of the information in the fields, using the drop-down lists where appropriate.
5. Click the Add button to add more information
6. In the box that appears, complete the fields, using the drop-down lists where appropriate.
7. Click the Delete button to remove incorrect information, or information that is no longer relevant
8. Click the Save button to confirm the changes

Important: If some fields are shaded, then your company subscribes to third-party data (Binley’s, Cegedim, etc) and the changes will need to be verified.