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Editing Personal Accounts (Customers)
This article will guide you on how to edit customer accounts
From the main screen, go to Accounts > Personal Accounts
Find the account that you would like to make the change to, you can find it based on Last Name, First Name or Account Number. Then click on the "View" option that is located on the left hand side of the First Name field.
After you have clicked the "View" option, the entire account details will be visible, from there we can start making changes to any fields we need to edit or update. After the changes are made, notice how the "Save" button will become available.
Once you click the "Save" button to save the changes, the system will display a "Service Message" letting you know that the record has been saved successfully.
Last modified 1yr ago