If user wants to update the already existing customer details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details

Field name	Description
Company name	System automatically shows company name by default
Stage Name	By default system shows current stage of the customer or if user wants to change the customer stage, select stage name for the customer from the drop-down list.
Legal Name	If user wants to change legal name of the company that should reflect in the print, enter a new name in the field
PAN no.	By default system shows PAN number of the contact customer or if user wants to change PAN number, enter a new PAN number
Credit Limit Details
Credit Limit Type	Automation: The system automatically sets the credit limit for the customer based on their tag assigned, and if user wants to set credit limit click on the Manual option. Manual: By clicking on the manual, the user can set the credit limit manually for the customer.

Field Name	Description
Description	User can comment or enter short notes about the company
Image URL	System already contains company image provided by the user while creating customer, or if user wants to change or add new image, click on Choose image and upload image from the local storage

Apply all the required changes in the record and click on Save.

 Updates in Details Portlet

The process to update Organization type and SPoC name in Details Widget is as follows:

System automatically shows SPoC name (Single point of contact name) and if user wants to change contact name, click on the Contact name displayed which directs to Phone Book module where user can update.

Navigation: Menu > Customer App > Listview > Select the required customer name > Details portlet > Organization details widget > Edit (Pencil Icon)

By default system displays organization details provided while creating a new customer. If user wants to change Organization type click on the Edit option (Pencil Icon) at the top right corner of details widget

Edit Organization type 

Field Name	Description
Organization type	By default system shows organization type and if user wants to change organization type, select from the list of Organization or Walk-in and click on Save

The process to update Organization Group is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details portlet > Organization Group Widget > Edit (Pencil Icon)

System displays Organization Group details of the customer and if user wants to update the already existing Organization Group details, user needs to click on ‘Edit’ option (Pencil icon) at the top right corner of the Organization group widget and fill in the required details

Organization Group Change 

Field name	Description
Group	System shows group name by default, and if user wants to change group name select organization group name from the list
Stage	By default system shows stage name, and if user wants to change the existing stage, select stage name from the list
CIN	By default system displays CIN code of the customer, and if user wants to change the existing CIN or add a new CIN code, enter CIN code in the field

Apply the details and click on Save.

The process to update LoB (Line of Business) is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details Portlet > LoB Widget > Edit (+) 

LoB Wise Tags (Line of Business) 

User can click on “+” button in LoB Widget to add new LoB segment & it shows the labels of LoB segments. User can select by clicking on the required LoB checkbox

By default system displays LoB segment details of the customer and if user wants to update already existing LoB wise Tag of the customer click on Create(+) option at the top right corner of LoB widget and apply the details required

Field name	Description
LoB	By default system shows LoB segment of the customer and if user wants to change the existing LoB segment, click on the checkbox to select
Segment	By default system shows segment name of the LoB and if user wants to change the segment manually, click on the Edit option(Pencil icon) and select a new segment name from the list
Contact type	System automatically loads contact type

Apply the required details and click on Save.

The process to update existing Rule details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details Portlet > Rules Widget > Edit (Horizontal Ellipsis) 

User can click on “+” button in Rules Widget to add a new Rule & it shows the labels of Rules. Fill  the required fields & Save.

System displays already existing Rule details of the customer and if user wants to update the Rule details, click on Edit option (Horizontal Ellipsis) at the top right corner of the Rules widget.

Manual Payment and Price Code 

Field name	Description
LoB	System loads and displays the existing LoB segment
Manual payment term over ride	System loads and displays the existing payment term, and if user wants to change the Payment term configured for the customer, click on the checkbox and select the Payment term from the list
Manual Price code Over ride	System loads and displays the existing Price code, and if user wants to change the Price code configured for the customer, click on the checkbox and select the Price code from the list

Apply the details and click on Save.

The process to add new documents is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details portlet > Documents Widget > Edit 

System displays already existing document details of the customer and if user wants to add new documents, click on Create (+) option at the top right corner of the Documents widget.

Documents

User can click on Create (Plus +)  symbol to upload files from local storage.

User can add customer documents like PAN, address proofs, Aadhar card, organization related files and images. Upload the image and then click on Save.

The process to update existing Sales Manager details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details portlet > Sales Manager Widget > Edit (Horizontal Ellipsis) 

User can click on “+” button in Sales Manager widget to add a new Sales Manager & shows the labels of Sales Manager details. Fill  the required fields & Save.

System displays already existing Sales Manager details and if user wants to update the already existing Sales Manager details, click on Edit option (Horizontal Ellipsis) at the top right corner of the Sales Manager widget.

Edit Sales Manager

Field name	Description
Employees	By default system takes employee name and if user wants to change existing Sales manager role to another employee, select a new employee name from the list
Address	By default system takes address name and if user wants to change existing address of the employee, select new address name from the list
Contact person	System automatically shows SPoC name (Single point of contact name) and if user wants to change contact name, select contact point person’s name from the list

Apply the details and click on Save.

The process to change the existing Followers details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details Portlet > Followers Widget > Edit  

User can add the Multiple Followers to the customer, by clicking on Add option. User can click on “+” button in Followers widget to add new Followers & shows the labels. Fill the required fields & Save.

By default system shows existing Followers name(s) of the customer and if user wants to change the details, click on Edit(Three dots) at the top right corner of the Followers widget.

Add Followers

Field name	Description
Follower name	By default system shows the existing Followers’ name, if user wants to change the existing followers name, select from the list

Apply the details and click on Save.

Navigation: Menu > Customer App > Listview > Select the required customer name > Details Portlet > TCS Contacts Widget > Edit  

User can click on “+” button in TCS Contacts Widget to add new contacts & shows the labels of TCS Contacts details. Fill  the required fields & Save.

By default system shows existing TCS contact name(s) of the customer and if user wants to change the TCS contacts, click on Edit(+) option at the top right corner of the TCS contacts widget.

Add TCS contacts

Field name	Description
TCS Enable/disable	If user wants to enable TCS contacts for the customer, click on the toggle to enable TCS contacts. Toggle turns to green in color when user selects
Company	User can select company name(s) from the list
Add	User can add multiple TCS contacts by clicking on Add option and select company names from the list

Apply all the details and click on Save.

The process to update GST details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Details portlet > GST details Widget > Edit  

User can click on “+” button in GST details widget to add new details & shows the labels of it. Fill the required fields & Save.

By default system shows existing GST details of the customer and if user wants to add new GST details, click on Edit option at the top right corner of the GST details widget.

Update GSTIN

Field name	Description
GSTIN no.	By default system shows the GST number and if user wants to change it, enter GST number of the customer
GST valid from date	By default system shows the GST validity and if user wants to change it, set GST from date of the validity from the calendar
GST valid to date	By default system shows the GST validity and if user wants to change it, set GST To date of the validity from the calendar
Address name	By default system shows the address name and if user wants to change it, select address name from the list

Apply the required details and click on Save

Updates in Contacts Portlet 

The process to update Contact Point details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts Portlet > Contact Point Widget > Edit (Three dots) 

User can click on “+” button in Contact Point widget to add a new Contact Point & it shows the labels of Contact Point details. Fill the required fields & Save.

By default system shows existing Contact Point details of the customer and if user wants to change the existing details, click on Edit(Three dots) option at the right corner of the Contact Point details widget.

Edit contact point

Field name	Description
Name	By default system shows the existing Point of contact name and if user wants to change the existing name, enter a new name
Designation	By default system shows the existing designation and if user wants to change it, select a designation from the list
Phone number	By default system shows the existing Phone number of the employee and if user wants to change the number, enter a new number
Email	By default system shows the existing Email Id of the employee and if user wants to change the existing mail, enter a new Mail Id
Branch	By default system shows the existing branch name and if user wants to change it, select a branch name from the list.

Apply all the details and click on Save.

The process to update the address is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts Portlet > Address Widget > Edit (Three dots) 

User can click on “+” button in Address widget to add new address & shows the labels of address details. User can add Multiple addresses if the Customer Shipping locations are different. Address can also be updated if it was overlooked while customer creation process.

Edit Address 

Field name	Description
Address name	By default system shows the existing address name and if user wants to change the existing address name, enter a new address name
Pin code	By default system shows the existing Pin code of the address and if user wants to change the Pin code, enter the new Pin code of the address
Address line 1	By default system shows the existing address line 1 details and if user wants to change the existing address line 1, enter the address line 1 details
Address line 2	By default system shows the existing address line 2 details and if user wants to change the existing address line 2, enter a new address line 2 details
City	By default system shows the existing city name and if user wants to change the city name, enter a new city name
Landmark	System automatically shows existing landmark and if user wants to change the landmark, enter a new landmark name
GSTIN no.	System automatically shows existing GST details and if user wants to change the GST no, enter a new GST number
Is cash customer?	Click on the toggle to enable user as a cash customer. A cash customer is one who pays the amount via cash mode. (Toggle turns to Green in color when selected)
Capture GPS coordinates	User can click on the Circle box to enable the permission of GPS coordinates.

Apply all the details and click on Save

The process to change the existing Geo Tagging details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts portlet > Address Widget > Geo Tagging Widget > Edit(Three dots) 

User can click on the Edit option (Three dots) to the right of Address Widget in Contacts Portlet and select by clicking on Geo Tagging option

This feature allows user to add a Geo tagging location of the customer by saving GPS location, enabling the user to track the customers’ location easily. If user wants to enable Geo tagging feature, click on Save and it reflects in the Address Widget.

The process to change existing Contact Alias details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts Portlet > Contact Alias Widget > Edit(Three dots)

User can click on “+” button in Contact Alias Widget to add new Contact Alias & shows the labels of Contact Alias details. Fill the required fields & Save.

By default system shows existing Contact Alias details of the customer and if user wants to change existing details, click on Edit(+) option at the right corner of the Contact Alias details widget.

Update Alias 

Field name	Description
Alias name	By default system shows the existing Alias name and if user wants to change it, user can enter a new alias name for the point of contact customer
Alias CIN	By default system shows the existing CIN code and if user wants to change it, user needs to enter a new alias CIN code for the point of contact customer
Description	User can comment or enter short notes about Alias details

The process to change Phone Number details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts portlet > Phone Number Widget > Edit(Three dots) 

User can click on “+” button in Phone Number Widget to add new Phone Number & shows the labels of Phone Number details. Fill the required fields & Save.

By default system shows existing Phone Number details of the customer and if user wants to change Phone Number details, click on Edit option at the right corner of the Phone Number details widget.

User can also add Phone number, type of phone number and verify the registered phone number of the customer.

Edit Phone Number

Field name	Description
Number type	By default system shows the existing Phone number type and if user wants to change number type, select the number type like Personal, Office, Home, Others.
Phone type	By default system shows the existing Phone type and if user wants to change phone type, select the phone type as landline or mobile
Mobile no	By default system shows the existing Phone number and if user wants to change number, enter the Mobile number

Click on Save and Phone number details are added.

The process to change existing Email details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts portlet > Email Id Widget > Edit(Three dots) 

User can click on “+” button in Email widget to add new Email & shows the labels of Email details. Fill the required fields & Save.

By default system shows existing Email Id of the customer and if user wants to change it, click on Edit option at the right corner of the Email Id widget.

Update Email

Field name	Description
Email type	By default system shows the existing Email type and if user wants to change mail type, select the mail type as Work or Personal
Email	By default system shows the existing Email and if user wants to change mail, enter the new mail id details

Click on Save and Email details are added.

The process to change existing URL details is as follows:

Navigation: Menu > Customer App > Listview > Select the required customer name > Contacts portlet > URL Widget > Edit (Three dots) 

User can click on “+” button in URL widget to add new URL & shows the labels of URL details. Fill the required fields & Save.

By default system shows existing URL of the customer and if user wants to change existing details, click on Edit(Three dots) option at the right corner of the URL widget.

Update URL

Field name	Description
URL type	By default system shows the existing URL type and if user wants to change the URL type, select from the list of Custom, Facebook, Google, or Twitter
URL	By default system shows the existing URL and if user wants to change it, enter the new URL of the customer

Click on Save and URL details are added.