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Edit Customer
To edit the Customer details, please go to Customer Center and click on the Actions dropdown and choose “Edit Client/Customer”.
You can also edit the Customer details from the Customer Summary page. Just click on the edit icon shown below:
Once you update the Customer profile, the changes will be saved in all sections for the Customer.
See also
- Remove Employee
- Resign Employee
- Deactivate Employee
- Employee Activation Process
- Add New Employee
- Resource Utilization
- Booking items
- Customers
- Employees
- Import tasks from MS-project
- Project Summary
- Project Subsections
- Edit Project
- Add Project
- Timesheet Approval
- Timesheet
- Issue Management
- Timer
- Edit Task
- Task links
- Task Status
- Recurring task
- Task Attachments
- Task Summary
- Task custom fields
- Task due reminder
- Add a Task
- Predecessor and Successors
- Workstreams
- Billable tasks