How to update site details of a customer.
To update a customer's site details, please follow these instructions:
Access the customer module on main navigation bar and click the section customers.
Open the customer details for whom you want to update the site details.
Locate the "sites" tab and click on it.
To find the site you want to update, use the search button in the upper-right corner of the window or manually locate it by scrolling through the list.
Click on the site that you want to update.
Make the necessary changes to the site details that you want to update.
Once you have completed updating the details, click on "Save" to save the changes.
Congratulations! You have successfully updated the site details for the customer.
Details available for a site.
Site: The site name or location of the site where the customer branch is located.
Contact person: The name of the person who is the point of contact for the site.
Email: The email address of the contact person.
Contact Number: The phone number of the contact person.
Country: The country where the site is located
State: The state where the site is located from the drop-down menu.
City: The city where the site is located from the drop-down menu.
Street: The name of the street where the site is located.
Zip code: The zip code for the site location.
By filling in all the above fields, you can successfully updated a site details on database.
