Modify a customer file

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CRM360 allows you to modify information on the customer file. At any time on the customer file, you can make changes.

 

To make a modification, go to the relevant customer file (Cf. Consult a customer file)

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Click on

You therefore access three sections:

Personal data

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The addresses

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Freefields

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Then validate your modifications by clicking on 

 

To delete a customer file click on 

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