Modifying or changing customer details

Modified on Mon, 20 Mar 2023 at 02:18 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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