How To: Edit a Customer's Record
Table Of Contents
This article explains how to update an existing customer record in Khaos Control. Before making any changes, it is important to understand how certain fields may affect other areas of the system.
Edit a Customer Record
- Open a Customer screen (show me how).
- Load the required customer record.
- Press Alt + E or click the Edit button to enter edit mode.
- Make the required changes to the customer record.
- Press Ctrl + S or click the Save button to save your changes.
Important Information
Some fields within the customer record can have a wider impact on how the customer operates within Khaos Control. Before making changes, review the information available in the relevant tabs to understand any potential effects.
For further details, see the information within the [ Customer | Supplier | Detail ] screens, including:
- General
- Address
- CRM
- Other related tabs
Where changing a field may affect other areas of the system, this is highlighted within the field's documentation.
Tips
- Always check that you have loaded the correct customer record before making changes.
- Review any field-specific notes before updating important information such as customer references, addresses, or account settings.
- Save your changes once you have finished editing to ensure the record is updated successfully.