Functions from within a customer record include editing customer information, adding contacts, adding orders, sending emails and invoices, etc.
If editing a customer record, select Edit this customer and select the page that needs to be edited or if only wine club information needs to be edited, select Maintain wine Clubs to be taken straight to the wine club page of the customer record. If only editing a page of a customer record, enter your way through the screens until the system prompts to save the data by hitting enter one more time or select Done/Cancel to either save changes or cancel changes. If editing any fields with codes, a glyph will appear once the cursor is placed in the field so the user has a selection of codes to choose from.