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CiuisCRM Documentation

3.1.1.How to edit Customer data? #

Edit Customer:

1. Click on the customer you want to edit.

2. Click on the Edit(4) icon.

3. Make the required changes on the side nav and click on “Update”.

Edit Customer Contact:

1. Click on the contact to be edited.

2. All the details of the contact are displayed in the pop-up window.

3. Click on the “Update” Tab(6) to change the details. Enter the details and click on the “Update”(8) button.

4. Click on the “Delete”(7) button to delete the contact.

5. Navigate to the “Privileges” Tab to modify the privileges gives to the contact.

6. Click on “Change Password” button to change the password for the contact account.

 

Last updated on June 27, 2019
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