Solution Properties
Solution ID:
231117123138147
Last Modified Date:
Tue Oct 29 15:09:27 UTC 2024
Taxonomy Path:
Case category//How do I...//website
Author:
[email protected]
Edit customer contacts
Description

Before you start

If you delete an address, the system also deletes any contacts associated with it.

If you set up a customer with the wrong currency, you can make the record inactive then create a new contact record.

Cause
Resolution

Edit a customer contact

  1. From Contacts, select Customers.
  2. Select the relevant customer from the list.
  3. Change from the Activity tab to the relevant tab that you want to edit. 
  4. Select the pencil icon to edit the relevant area.
  5. Once you've made your changes, select Save.
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Steps to duplicate
Related Solutions

Create a customer contact