63 lines
2.8 KiB
HTML
63 lines
2.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Customers">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Edit a Customer Record</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Edit a Customer Record</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a Customer</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields05.htm">Customer Fields</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Info-Line">To edit a customer record:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Find and select the record you wish to edit in your customer list.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">E</span><font class="hcp1">dit</font>. The record is opened in an editable form.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Edit the customer information fields as necessary.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text">If you have to edit many customer records at once, such as when a ZIP Code or phone area code changes, consider using <a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">list edit mode</a>. List edit mode allows you to make changes directly in your customer list, similar to working in a spreadsheet.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="cust909.htm">Delete a customer record</a></p>
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<p class="Help-Main-Topic-Links"><a href="cust_mergeduplicates.htm">Merge duplicate customer records</a></p>
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<p class="Help-Main-Topic-Links"><a href="cust_rewards_manual.htm">Manually issuing or canceling a customer reward</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_customers.htm">Tracking customers in multiple stores</a></p>
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</body>
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</html>
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