How to edit customer details in Fusion.
Solution
Here are the required steps in order to update or correct customer details. The instructions below will explain the process for those using a Connect type database and a Standalone type.
Updating customer information for a Connect user.
1. Launch Fusion
2. If not yet found, search for the customer by clicking on Find Customer.
3. Click on the drop-down arrow on the Edit button or the drop-down arrow within and select Edit.
4. The Edit Customer window will open and any of the details may now be edited.
5.Once all necessary changes or corrections are made, click on OK to accept the modifications or Cancel to ignore them.
Updating customer information for a Standalone user
1. Launch Fusion.
2. Access the plan with the customer details that require an update or correction.
3. Once within the plan, click on the Customer Details button.
4. Update or correct the customer information within the Customer Details window.
5. Once all necessary changes or corrections are made, click on OK to accept the modifications or Cancel to ignore them.