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

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

2. Click on Customers.

3. Click on the customer name.

4. Click on the pencil icon.

 

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

 

6. Click Jobs & Locations tab.

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

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

9. Click on Contacts tab.

 

 

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

11. Edit contact details and Save.