The Edit Details option lets you modify the account details of the customers.
You can modify the account details in two ways:
- Select a single Customer Account and select Edit Details. You can edit all the information except Account Owner and Account Name.
- Select multiple Customer Accounts and select Edit Details. You can edit only common account specific details.
To edit account details:
1. In the RPM menu, click Customers and then click Account Management.
The All Accounts screen is displayed.
2. Select the customer account(s). You can also use Search Filters to search and select the customer account.
The Account Details of selected customer is displayed.
3. Edit the required information. For more information, refer to Customer Account Details.
4. Select OK to save the changes.
The account details will be modified.
