Editing a customer

1. Click Organizations | Customers.
2. Click the customer Name.
3. Change the required data.
   • Customer data
   • Contacts data
   • Billing data
   • Direct debit data
4. To add a user to the customer, scroll to the Users panel.
   1. Click Add user.
   2. Complete the User fields.
   3. Click Save.
5. Click Save Changes.