View/Modifiy Customer

Select View/Modify Customer from the Customer menu to view and edit the information for your organization. 

Note:  Limited Users do not have access to this function. Disabled fields are only editable by a system administrator.

Fields	Description
Contact First Name	Enter the first name of the person acting as the main contact for this customer.
Contact Last Name	Enter the last name of the person acting as the main contact for this customer.
Address Line 1 and Line 2	Enter the customer’s physical address.  You are provided with two lines for the address.
City	Enter the name of the city in which the customer is located.
State	Enter the state where the customer is located.
Zip	Enter the zip code in which the customer is located.
Phone	Enter the 10 digit phone number for the customer.
Fax	Enter the 10 digit fax number for the customer.
Email Address	Enter the contact’s email address.
Description	Enter a brief description of the customer.  This field allows a maximum of 256 characters.  To enter another line, press Enter.
Date Format	Select a format for the date from the drop-down list.
Time Format	Select a format for the time from the drop-down list.
Batch Ticket RT	This field is used to define the batch routing transit number that will be used when items for this customer are extracted.  Currently the extraction is to a CIF file.
Customer AUID	Enter the customer’s branch ID.

When you have completed the appropriate fields, press the Update button to save the changes to the customer or press the Cancel button to cancel this process.