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Edit A Customer Profile

To edit a customer profile, navigate to the Customer Screen.

Search for the customer you're wanting to edit.

Select the customer from the yielded results and click on the paper icon.

The customer's profile will popup. To edit click on the pencil icon.

The edit screen will appear. From here you can edit the customer address, notes, loyalty info, customer groups, authorized user types, the user fields, and additional information.

When you are finished with your edits save your changes.

For more articles and videos on the customer screen and profile functions click here.

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