Updating Account Details
Updating Account Details
Embedded Files
Managed Introduction
You can make changes to your customer details at any time. These changes are reflected immediatley.
1
1
Click Customer List in the left hand side navigation menu
Locate customer under Account Name
Click Customer Name
2 Update Account Name
2 Update Account Name
Click Edit
2. Click Account Name field & make changes
3. Click Save
3 Update End Customer Info
3 Update End Customer Info
Click End Customer Information Sub-Tab
Update fields that need to be changed such as Name, email, address, etc.
Click Save Changes.
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