Changing Individual Customer Information

1. From the Main Menu, select the Change Customer button.

   

   The Change Customer screen appears. This screen varies depending on whether the customer that logged in was an individual or an organization. All the known information for the customer appears in the appropriate fields.

2. Scroll to the field(s) that contains the information that you want to update and enter your changes.
3. Repeat the previous step until the information is updated to your satisfaction.
4. Select the Accept Changes button to submit the new information to the system and return you to the Main Menu page.

   -OR-

   Select the Cancel Changes button to exit without saving your information and return to the Main Menu page.

   -OR-

   Select the Reset button to erase your information and start again.

Last modified date: 08/28/2002