---
title: "Editing Customer Information"
slug: "editing-customer-information"
updated: 2026-07-22T12:30:55Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/editing-customer-information"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing Customer Information

The Edit Customer function lets you enter and maintain the following customer account information for existing customers or prospects:

- Basic customer account information
- Primary customer contact name, company, and address
- Primary billing contact name, company, and address
- Additional reporting, tax, and/or credit information

You can access the Edit Customer function from the following locations in the IDI Desktop Client:
- Customer form menu bar. Select **Account > Edit Customer**.
- Customer Information form in the New Customer Wizard. Click the **Advanced...** button at the bottom of the form.

Use one of the methods described above to display the Edit Customer Info form. The Edit Customer Info form consists of a [Customer Info](/v1/docs/customer-info-tab) tab, [Attributes](/v1/docs/attributes-tab) tab, [Additional Info](/v1/docs/additional-info-tab) tab, [CPNI](/v1/docs/cpni-tab) tab, and, if enabled, NLAD tab.

1. Make the desired changes to the information displayed on each tab.
2. Click **OK**. The Edit Customer Info form is closed and the customer account information is updated to reflect the changes you entered.

> [!NOTE]
> Note
> 
> You will only be able to view customers based on your User Limit-To profile.