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ForumSupport: Desktop questionsAmending customer accounts

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Amending customer accounts

#1 · 24 September 2020, 12:00 am

Hi, once you have created a customer account - can you ammend it at all please?

#2 · 2 December 2020, 3:47 pm

Yes you can amend customer details from the connections screen. When logged into the web portal, simply click the connections icon towards the top right of the screen, click view connections and then select customers.

From there you can find your customer and view reports and make changes.

See Overview – customer connections screen for more information

Thanks

Richard