Searching & Editing Customers on Agent Login

Below are the steps on how to search, edit and create customers.

How to EDIT a customer:

1. Select Contacts on the left hand side
   
   

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2. Type the customer name in the search box here

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   Or hit SEARCH to see a complete list of customers:
   
   

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   3. To EDIT click on the customer name here and the customer screen should pop up.

   Make your changes as per below as you need it.
   Hit save once done.
   
   

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To CREATE a NEW CUSTOMER:

1. Just click on the ADD CUSTOMER and then a pop up will appear as per below.
   Enter all your basic details in and hit save once done.

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2. In Customer search, enter your customer name in there and the customer will appear for you.

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