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Update a customer profile
When to use it
Use this guide when you need to update a customer profile.
Before you start
- Open Customers from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The selected sections of the customer profile are updated.
Customer and address details are used for orders and customer access. Sending an invitation contacts the selected recipient.
Steps
- Find the customer and choose Edit.
- Update the relevant section: business, secondary contact, billing, or customer profile.
- Use the matching Save business details, Save secondary contact, Save billing details, or Save customer profile control.
- For a status change, use Change status and check the resulting status.
Screenshot to add: Customers: update a customer profile. Capture filename: images/update-a-customer-profile.png.
Restrictions
Each section has its own save action. Changing one section does not save unsaved changes in other sections.
If something went wrong
After an unclear section save, reopen the same customer and compare that section's fields before trying again. Each section has its own save control; saving one does not save the others.
Use the matching Save business details, Save secondary contact, Save billing details or Save customer profile action to correct supported fields. If the wrong status was selected, review Change status with the responsible Sales colleague.
Give Sales and Finance references for orders or invoices already using incorrect billing or business details. Editing the customer does not automatically correct those saved records.
Check the correction
Check each changed section and status on the intended customer. Review affected orders/invoices separately.