Editing a Customer allows you to modify the fields associated with that Customer. Additionally, you can add an MSI Sales Representative number and Partners Sales Person Email when editing a Customer. Customers may be modified by a Partner or Partner Employee. Customer Employees cannot modify their own Customer.
To edit a Customer
- In the Partner or Partner Administrator portal page, click Customer.
list of all existing Customers assigned to your account appears. - Under the STATUS field, click the Pen icon next to the Customer to edit.
The Customer editing screen opens. - In the Customer editing screen, modify data as necessary.
- Click the Submit button when you are done editing. Changes are active immediately.