Edit Customer

You can edit customer details from either the Customer Summary or an Account Details window for an associated account.

Complete the following steps to edit customer details:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customer Summary Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, complete one of the following steps:

   1. Select Edit Customer from the Customer drop-down menu to open the Edit Customer window.

      

      Customer Window - Edit Customer Option

   2. OR, select an account to open the Account Details window. Select Edit Customer from the Customer drop-down menu to open the Edit Customer window.

      

      Customer Drop-Down Menu - Edit Customer Option

      If your tenant is configured with the Allow Multi-Customer Accounts system setting set to False, the Customer drop-down menu will only include the Edit Customer option. Refer to System Settings for more information about how to configure system settings in the Admin application.

4. On the Edit Customer window, modify the desired fields. Fields that cannot be edited are grayed out.

   Depending on your configuration, there may be more or less fields than those listed. Click Configure Fields and select the additional configurable and custom fields you want to display from the drop-down list. Click outside the list window to close it. The system saves the set of selected fields per user so they display the next time you create a customer.

   

   Edit Customer Information Window

   A icon next to a field name indicates that information about the field is available. Hover your mouse over the icon to see the information.

   Required fields are marked with an asterisk.

   • First Name* — Enter the name of the person associated with this customer.

   • Last Name* — Enter the last name of the person associated with this customer.

   • Company Name — Enter the name of the company or organization.

   • Customer Name* — Select the name of the customer.

   • External Customer Number — Enter the external customer number. This must be a unique value you associate with your customer. this number may be used, for example, on invoices or reports.

   • Date of Birth — Enter the date of birth of your customer or select it from the calendar. Date of Birth can be specified for personal accounts only. To create a personal account, enter the First and Last Name, then select the personal name in the Customer Name drop-down list.

   • Tax Number (TIN) — Enter the associated United States tax ID number, usually a company tax ID number or personal tax ID number, such as a Social Security number.

   • Tax ID Validated — Select the checkbox if value-added tax (VAT) ID number has been validated. If validated (selected), the account is assumed to be a business for VAT purposes. If not validated (cleared), the account is assumed to be for an individual for VAT purposes.

   • Phone — Select the type of phone, such as Mobile, and the customer telephone number.

   • Add Phone Number — Enter an additional customer telephone number and phone type.

   • Primary Email* — Enter the customer's main email address where Gotransverse-generated emails can be sent.

   • Add Secondary Email — Click link to add a secondary customer email.

   • Addresses* — Enter the billing address where the customer is to receive the invoice. Select the respective checkboxes below this section to add the Service and Shipping addresses. For either of these addresses, select the Same As Billing Address checkbox to use the same address you entered for Billing Address.

5. Click Edit Customer to save your changes.

 

 

 

Topic updated: 07/2024.