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Web Dashboard: How to Edit Customer, Job & Location, & Contact Record

  

1. From your computer, log into the Web Dashboard.

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2. Click on Customers.

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3. Click on the customer name.

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4. Click on the pencil icon.

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5. Edit Customer details, Taxable, Default Tax, Default Terms and Save. 

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6. Click Jobs & Locations tab.

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7. Click on the pencil icon to edit Job & Location record.

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8. Edit Job & Location details, Taxable, Default Tax, Default Term and Save.

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9. Click on Contacts tab.

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10. Click on the pencil icon to edit the contact record.

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11. Edit contact details and Save.

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