JCurve Solutions Support Hub

    How To Edit An Existing Customer Profile

    To edit an existing Customer profile, please follow the steps below:

    1. Select from the Side Bar the Customers button  Screen_Shot_2020-03-13_at_12.46.15_pm.png

    2. Use the Search Bar to find the existing Customer

    Screen_Shot_2020-03-13_at_12.49.19_pm.png

    3. Select the existing Customer

    Screen_Shot_2020-03-13_at_12.50.30_pm.png

    4. Select the three dots icon  Screen_Shot_2020-03-13_at_12.56.17_pm.png  next to the Customer name and click the Edit button

    Screen_Shot_2020-03-13_at_12.59.20_pm.png

    5. Edit the Customer Form with all relevant information

    Screen_Shot_2020-03-13_at_1.01.26_pm.png

    6. Click the Submit button  Screen_Shot_2020-03-13_at_1.02.45_pm.png

     

     

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