Modifying customer records

Use Customers to edit and delete existing customer records.

To edit a customer record

1.  From Customers, select Manage customers.

2.  Find the customer's record (see Finding customer records).

3.  When you load a record into the Manage customers window, iMIS is automatically in edit mode.

4.  Make changes to the record, as appropriate.

5.  Click Save.

To delete a customer record

Note: Your administrator can enable or disable the Delete button.

1.  From Customers, select Manage customers.

2.  Find the customer's record (see Finding customer records).

3.  Click Delete. A system message displays asking you to verify the delete.

4.  Click Yes.