How to Edit Customer Profiles

Your FINSYNC profile gives you the flexibility and ability to make changes to your customer list as the need to do so may arise. You can easily make changes to the following categories of any customer profile you have created from within your FINSYNC account: contacts, addresses and more.


Editing existing customers is an easy process, to do so follow the steps below:

1.  Click the Payments tab in the top menu.

2.  Click the Customers tab in the left menu.

 

3.  Click the row of the customer you wish to edit.


4.  You will find all existing info about the customer in the highlighted tabs.

 

5.  Click the Customer tab to edit the info specifically about that customer.  Clicking Edit over each section will let you edit the respective fields.

6.  Click Save to lock in your changes.



7.  Click Contact to edit your existing contacts and to add new ones. The star in the left column indicates the default primary contact.

8. To change the default primary contact simply click the star on a different contact row. Click New Contact if you wish to add a new contact, click the Pencil Icon to edit an existing contact.



9.  Click Notes if you want to take notes on a customer. These will be saved by date of creation.

10. You can create new notes by clicking New Note or modify existing notes by clicking the pencil icon. They are saved and sortable by date. Click Save to lock in changes or a new note.