How do I view or edit an existing Customer's details?

The following 0 min 44 sec clip shows you around the customer Customers are at the top level of the hierarchy. A customer can have many contacts associated with it. They are used for reporting along with grouping lower-level data. screen and talks you through the content of a customer record at a high-level:

Select Set Up | Customers to open the page:

Follow these steps:

1. Find customer details by entering your search criteria (Customer Name, Starts With etc.)
2. Select Go
3. Select to view/edit a Customer’s details
4. Select the tab (either General, User Fields or Contacts)
5. Make your changes as required/view the content
6. Select Save