Next Generation - Edit a customer record

Click Debtors then click Customers.
​Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

In the Code or Name column, click the hyperlink, the underlined text.
​Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.

Click on the Edit button at the bottom of the screen to set the record into edit mode and amend any of the fields which are enabled for you.
​Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

Click Save.