Editing a Customer allows you to modify the fields associated with that Customer except the Customer Alias. Additionally, you can add an MSI Number when editing a Customer. Customers may be modified by a Partner or Partner Employee. Customer Employees cannot modify their own Customer.
To edit a Customer
- In the Partner or Partner Administrator portal page, click Customer.
list of all existing Customers assigned to your account appears.
- Under the STATUS field, click the Pen icon next to the Customer to edit.
The Customer editing screen opens.
- In the Customer editing screen, modify data as necessary.
- Click the SAVE button when you are done editing. Changes are active immediately.