Can I update customer’s information?
Yes, you can. You can do it while you process a quote or within the customer card. In the first case after you have opened the Quoting tool and have searched for the customer, you change the information you want, flag the “Default contact for this customer” option and proceed to the next step. In the second case, you open the customer’s card using the search function to find the customer or within the Sales Tracker click on the customer’s company name or button in the last column on the right, then on the “pen” button, edit the information you want and save.