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Modify a Client in a Client Group

Use the Customer Groups window to modify a client.

To modify a client in a client group

  1. In the Main Menu window, from the Maintenance menu, click Custom Customer Groups. The Customer Groups window appears.

Customer Groups window

  1. In the Navigation pane, click a client. The client information appears in the Information pane.

Customer Groups dialog box - modify customer

  1. Modify the information as necessary and then click OK.

Note: You can also modify client information in Latitude. For more information, see "Clients" in the Latitude documentation.

Related Topics

Custom Client Groups