How to edit a Customer on the Customer page

How to edit a Customer on the Customer page

How to edit a Customer on the Customer page

This guide provides a straightforward process for editing customer information, ensuring you can efficiently manage your customer database. Start by navigating and logging into Solatech Focus 2.0.

1.     
Click "Customers"

Tip! You can also access the Customer's page directly by choosing the customer's name shown on the dashboard screen.

2.     
Click the Customer name

3.     
Click the "Edit" button

4.     
Edit any field by clicking it and customizing the information

5.     
Click "Save and close"