How to Edit the Existing Site Information which I Already Created for Customers?

Updated on January 18, 2018 09:13pm by Admin

Customers app allows you to create new Sites and update the existing site information. The user can also edit the existing address. The last updated site information associated with customer that the user entered will be saved.

Steps to Edit the Existing Sites Information

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Select the “Customer” for whom you need to edit the “Sites” information.
  3. Click on “Sites” table.
  4. When Clicking on it “Site” panel appears.It provides you with the Customer's site information.
  5. Change the details you want to modify by placing the cursor near the attribute which you need to modify. You will be viewing the "Edit" icon.
    edit site information        
  6. Modify the Information and click "Save" button. The changes gets updated.
    change information

Apptivo provides you with the best crm tools for business in which Customers App is used as a Customer Management software and a Customer database software.