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To edit a customer record

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find the customer's record. (See Finding Customer Records for additional information.)
  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.

See Also

Modifying Customer Records

To delete a customer record


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