Modifying or changing customer details

Modified on Sat, 28 Jan 2023 at 05:45 PM




This feature allows you to edit or modify a customer’s details or simply update their information.


From the Main Menu,

1. From the Main Menu, go to Data Entry.

 

2. From Data Entry, go to Customers.

 

3. From Customers, select a customer. You may enter the round number and/or search the customer’s name for easier navigation.

 

4. From the customer dashboard, click Modify Customer or on your keyboard, press CTRL+M

 

5. The Modify Customer window will open, then you may add/edit the information as you normally would in the create a customer window and on the very last field, an option menu is available where you can press enter to Save, or click ESC on your keyboard and SAVE.

Keyboard controls:


Alt + Down Arrow Key -> Maximize and select from the dropdown

Space bar -> place a check on the boxes

Tab or Enter -> to move to the next field

Shift + Tab -> to go back to the previous field

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