Edit Customer Information

• Related Articles

• Edit Multiple Service Requests - Service Request

  NEXGEN users can edit or print multiple records at a time. This can be especially useful when you need to change the same information for many service requests, such as replacing a lead worker. See below for more on how to select, edit, or print ...

• Edit GIS Features - GIS

  Users in NEXGEN have the ability to edit GIS layers directly from the GIS module in NEXGEN. Before being able to edit GIS features, GIS settings must be configured correctly by system administrators and GIS users must enter the proper login ...

• Multiple Edit and Multiple Print - General Help

  If you need to edit certain fields for multiple records, you can do so all at one time by using the Multiple Edit feature. This feature is available in several modules. Video Overview Use the Multiple Edit Feature To use the Multiple Edit feature: ...

• Create/Edit/Link a New Employee  - Employee

  Employee records are required for each user account. Employee records are not automatically created when a user account is created in NEXGEN. To add a new employee into the NEXGEN system, users should first create a user account for the employee if ...

• Add, Edit, or Delete Customer Address

  One or more addresses can be associated with a Customer record. Adding and editing Customer addresses can be done in the Customer module.  Skip To:  Add an Address Edit an Address Delete an Address   Add an Address to a Customer 1. Navigate to the ...