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. Select Payments from the top menu.
2. Select Customers from the left menu.
3. Use the search box to find your customer or click to select the customer from the list.
4. You can edit your customer information by selecting the Customer tab at the top and selecting Edit in each of the sections shown below.
5. Select Save once you've completed your changes.
Aside from your customer info, you also have the ability to edit items in the other tabs listed at the top.
The Activity tab will show you all of that specific customer's activity within FINSYNC.
The Projects tab will show any projects that customer is associated with.
The Customer tab covers all customer information including personal or organization contact information, ACH payment details, etc.
The Contacts tab allows you to add additional people to this contact record. For example, if this was an organization with multiple contacts you need to email invoices to, you can add additional contacts and their information. You would then have the option to select multiple users when sending out their invoice.
Note: The star on the left of the contact name column indicates the default primary contact.
The Notes tab gives you the option to add notes regarding this customer.
Related Articles:
How to Add New Customer Contacts
Adding Contacts to Customer Records
Adding Users and Modifying User Permissions (Sharing and Inviting Users)
Customer Statements (Statement of Account)