Edit customer details

You have now added a new customer and you would like to make some changes to their existing data or information. saaslogic allows you to do this from the Edit Customer link found in the Manage drop-down against each active and listed customer.

Clicking on the Edit Customer link will take you to the following flyout.

Here, you get to edit the customer details based on whether the customer is an individual or business.

In case the customer is a business entity, the following flyout will show up and you are free to edit the customer name here. You can also check the tax exempted check box if required.

In case the customer is an individual, you are only allowed to change the profile name of the customer. In this case the following flyout will show up.