It is possible to edit all details on an existing customer record with the exception of the customer number;  this is assigned by The Edge and cannot be changed.

In order to edit a customer you must find them. See Customer Find Filter for details on searching for customers; there is a wide variety of criteria available. This filter is used throughout the software; understanding it is paramount to getting the most out of Edge reporting, marketing, and more.

There are three ways to edit a customer record.

From the Edge main menu:

1. Click Customer > Find.  Enter search criteria and click OK.
2. Select and edit the customer or double click on them.
3. Make desired changes and save them.

1. Open POS.
2. Click Find Cust in the top left, enter search criteria, and click OK.
3. Double click the customer's name or click the Notes/Edit button to open the customer record.
4. Make desired changes and save them.

From the Customer Display:

There are two system options to activate the Customer Display.  

• Use Customer Display for Edits enables it in place of the old customer record when editing from the Edge main menu.  
• Show Customer Display enables it at POS when a customer is selected.
• See Customer Display for details on working with this feature.