Introduction

If you need to see Customer information or saved Credit Card or PO Number Payment Details while viewing an Order, there is a quick link that takes you to the Customer's Profile.

1. In the Orders Module, find the Order you need to edit.

2. Click View/Edit.

   

    

3. In the Order Details Tab, find the name of the Customer who placed the Order.

4. Click the name to open a new page of Customer's Back Office Profile.

   

    

5. Click View and Edit to the Customer's information as needed.

View and Edit a Contact or Saved Payment Method

1. Click the Contact Tab.

2. Click View/Edit.

3. Information about the contact, including saved Payment Options are displayed. To learn about adding Contact Payment Methods

4. Edit and View information about the Contact as needed.