Edit Customer Information

Use these steps to edit selected fields in the Information and Customer Hierarchy tabs of the Customers workspace.

To edit customer information:

1. Under the Customers menu section, go to the Customers workspace.
2. From the Other Actions drop-down list, select Edit.
3. Go to either the Information tab or the Customer Hierarchy tab.
4. Edit the fields as needed.
5. Click Save. iAccess saves your changes, and refreshes the browser window.