Editing a Customer
|
Customer details can only be edited by users with Superuser access to the Customers section. |
- Select the customer you want to edit by clicking their entry on the left-hand side Customer List.
- To enable the form to be edited, right-click on any of the customer fields in the Customer Details Panel and select 'Override'
If you do not have Superuser permissions, you will be prompted for a Superuser to enter their details authorising the action:
If you are already logged into a Superuser account, you will be prompted to enter only your PIN in order to authorise the action. - Once authorised, make your changes to any of the fields and then click the Save button
.
A notification will be displayed showing that your changes have saved: