Modify the primary information of a consumer customer

As a System Administrator or an Enterprise Administrator, you can define or modify the primary information of a consumer customer using the Customer Detail screen.

About this task

Note: The fields marked with * in the Customer Detail screen are mandatory.

To modify the primary information of a consumer customer, use the following procedure:

Procedure

  1. Navigate to the Customer Search screen. To navigate to the Customer Search screen, perform the following steps:
    1. Log in to Sterling™ Business Center as an administrator.
    2. From the Customer Home page, click Find Customer in the Customer dashlet.

      The Customer Search screen is displayed.

  2. In the Basic Customer Search panel, select Consumer Customer.
  3. Enter applicable search criteria and click the Search icon. A list of customers displays.
  4. Click the Customer ID of the consumer customer whose details you want to modify, in the Customer List panel. The Customer Detail screen in displayed.
  5. In the Company Name box, modify the company name of the consumer customer.
  6. Click Save.