Editing Customer Info

To edit customer information, Go to the Quote list page, then click the Company Building icon in the top right corner of the table. This will list all of your customers. Click the customer name, then you can edit the company info.

 

To update the contacts, Click the green contact icon, which will list all contact for the client. Click the blue edit icon or the contact name to access the edit page.

 

Next : Viewing all Quotes for a specific customer