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Modify the customer portfolio

By
Megan Brown
on 6/13/17, 11:31 AM 121 views
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Megan Brown

--Megan Brown--
Agrista (Pty) Ltd
http://www.agrista.com
2617
| 1 0 2
Cape Town, South Africa
--Megan Brown--
Megan Brown
On 6/13/17, 11:43 AM

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

 

  • Flag

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Asked: 6/13/17, 11:31 AM
Seen: 121 times
Last updated: 8/14/17, 3:13 PM