| This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
To open and edit a customer, do the following:
Using Customer Search, find the customer you want to edit.
In the search results list of customers, click the customer to open it in the Customer Center.
Click Edit Customer in the upper right corner. The Customer data entry form opens.
Edit the customer as desired by accessing the various sections. Refer to Section Properties for navigation hints.
When you have finished editing the customer information, click Save or Save & Close.
|
My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com © 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:02 PM |