II. Editing Customer Details (New Portal)

This knowledge base article will guide users on how they can edit the details of their customer.

To edit customer details,click on the drop down arrow just after the customer code

then select the option Details

We can start making some changes on the information. Once done just click on Save and Close

A prompt will show if the update was a success

p(banner important).Note: Making changes on the customer details inside the PRISM portal is IDEAL only when NOT using any accounting packages.

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