How to Edit and Delete Customers

How to Edit a customer:

 

1.   Click on the Customer icon from the left navigation bar. It will take you to the customer screen where you will find all the existing list of customers and their details.

2.   Select the customer you want to edit. Simple click on the customer bar to select it. Once the row turns green it means the customer is selected.

3.   After selecting the customer, click on 'Edit' button from the right top corner to make changes in the customer information.

 

4.   After clicking on the edit button it ill open a new screen to edit customer. Make the changes you want and click on 'Save' button to save the changes.

 

How to Delete a customer:

1.   Click on the Customer icon from the left navigation bar. It will take you to the customer screen where you will find all the existing list of customers and their details.

2.   Select the customer you want to delete. Simple click on the customer bar to select it. Once the row turns green it means the customer is selected.

3.   After selecting the customer, click on 'Delete' button from the right top corner to delete the customer.

*Note: Clicking on delete will straight away delete the customer and all the information related to that customer.