Page Comparison

Menu Path: Customer > Maintenance > Edit Account

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• Key in Customer code ID or click 'Search' for a fuzzy search an customer code function and click 'Submit'.
• After edit the fields (most of the fields remain same with Create Account fields), click 'Save Changes'.

Other Functions: 

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Add Contact Person

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Add Vehicle

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Add Pricing Info

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Add Item Link

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Add Label Link

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• Submit

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• Customer Details, Optional, Credit Terms and Custom Fields will follow the information upon Customer Account Creation
• Edit or Add more information on the customer data → refer to the Customer Configurations on the compulsory information
• click Save Changes

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• Add Contact Person → used for Intercompany Stock Transfer and Membership

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• Add Vehicle → user for Workshop Function

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• Add Pricing Info 

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• Add Item Link → used to link the item to specific customer

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• Add Label Link → used for task scheduler or plugin

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• Custom Fields Tab used if user need another field on contact person page → make sure to configure the custom field which applicable to "Customer Contact Person Create and Edit"

Example: Email 4

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Related Wiki Pages: