Modify the customer portfolio

Editing a customer's details

To correct or update a customer portfolio, the following fields can be edited:

  • Edit the portfolio name

  • Change the primary contact - provided the alternative has been added as a legal entity already

  • Update the customer classification

  • Change the farming segmentation

  • Deactivate the customer account

  1. Navigate to the Details tab of the customer portfolio

  2. Click the Edit button

  3. Update the customer details

  4. Click Done

Edit customer details