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Call Center: Edit a Customer

Use the below steps to edit a customer in the Infoplus Call Center if you need to change any data or order information.

Call Center: Edit a Customer

  1. Access the customer to be edited. Two methods:
    1. In the “OMS Customer” table, rest your mouse on the record, click the double arrows at the end of the record, and select Edit; or
    2. Click on the customer to open it, then select Actions > Edit, or click the Edit button at the bottom of the window.
  2. Make the necessary edits.
  3. When finished, click Save to save your changes.