The Edit Customer function lets you enter and maintain the following customer account information for existing customers or prospects:
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Basic customer account information
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Primary customer contact name, company, and address
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Primary billing contact name, company, and address
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Additional reporting, tax, and/or credit information
You can access the Edit Customer function from the following locations in the IDI Desktop Client:
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Customer form menu bar. Select Account > Edit Customer.
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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 tab, Attributes tab, Additional Info tab, CPNI tab, and, if enabled, NLAD tab.
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Make the desired changes to the information displayed on each tab.
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Click OK. The Edit Customer Info form is closed and the customer account information is updated to reflect the changes you entered.
Note
You will only be able to view customers based on your User Limit-To profile.