Edit - Editing Customer Basic Information

Edit – Customer Basic Information

The Edit button in the top right corner opens the form for editing the customer's basic information. The form is divided into four sections:

General — customer contact details:

• Name (mandatory)
• Business ID
• Address, postcode and city
• Country and language
• Phone number
• Email address

Billing Information — how the customer receives invoices:

• Billing method, for example email invoice
• E-invoice address and e-invoice operator ID
• Separate billing address, if different from the customer's address

Latest Contact — sales follow-up information:

• Date and time of latest contact
• Latest contact memo

Permissions and Consents — customer's marketing consents:

• Marketing prohibition
• Email marketing
• SMS marketing
• Electronic transactions

Save changes by clicking the Save button at the bottom of the page.

Tips and Notes

• Permissions and consents should be completed immediately at the start of the customer relationship — they ensure that marketing communications are lawful and that messages are not sent to the customer without consent.