Modifying customer records

Use Customers to edit and delete existing customer records.

To edit a customer record

1. From Customers, select Manage customers.
2. Find the customer's record (see Finding customer records).
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.

To delete a customer record

Note: Your administrator can enable or disable the Delete button.

1. From Customers, select Manage customers.
2. Find the customer's record (see Finding customer records).
3. Click Delete. A system message displays asking you to verify the delete.
4. Click Yes.