Update
The process to update the existing customer details
Navigation: Menu > Customer App > Listview > Select the Customer > Edit Page
The fields in the customer update screen
| Company Name | Enter the name of the organization. |
| Legal Name | If users need to enter a legal name of the customer on print copy |
| Group Name | Select the group name from the list. |
| Stage Name | The current stage of the customer and users can select from the list. |
| Credit Limit Type | Select the Credit Limit type such as
|
| Description | Enter short notes about the customer. |
Finally, click “save” to save the customer with updated details