The Edit a Customer dialogue is used to edit, or change, the information of a customer already in your system:

  1. Go to the Edit a Customer dialogue by pressing the Edit Customer Information button from the toolbar.
  2. Find the customer whose information you wish to edit. Press the Search button in the toolbar and select the criteria. You may search by Name, Card Number, Driver’s License, Birth Date, City, Zip Code, Phone Number, Points Earned, or Modified date. Partial information may by entered. For example, select “Last Name” in the Column field, select “Like” as the Operator, and type in “smi” in the Value field. Press the Find button. All the customers with smi in their last name (smith, Smithsonian, smitty) will be displayed in the list. Up to 3 fields can be selected from the options above to filter your search.
  3. Select the information you wish to change by clicking on the appropriate field.
  4. Review your changes.
  5. Save the changed customer information by pressing the Save button in the toolbar.
  6. Repeat steps 2 through 5 for each customer you wish to change.
  7. Print the Customer Report if desired.
  8. Exit the Edit a Customers dialogue.
  9. Synchronize the Checkstands with Customers.