This guide shows you how to change information in a profile.
This is relevant for changing both customer and employee information.
Step 1:
Click on Show, then click on Customer and Personnel Directory.
Click on either Customers, Companies, or Staff, depending on which profile you want to change (no. 1).
Double-click on the specific profile (no. 2).
Step 2:
Click on Information (no. 3).
You can now change the following information in the profile (no. 4):
Phone number
Name
Link to company
Address
Postal code and city
Alternative phone number
Email
Fax number
Language
Customer number
Birthday
Contact person
Gender
Customer card
Customer code
Messages
Customer tags
Department
Customer type
Membership groups
Do not ask about activity accessories
Do not receive newsletters/mass mailings
Can only be edited by administrator
Click on Save and Close (no. 5).
