How to edit an Agency Customer

Company Tab

In the Company tab you can Edit any of the information you entered when creating your Customer.

Contacts Tab

In the Contacts tab you will notice a Contact is already in the list view. When you create a Customer, a Contact will automatically be created for that Customer. To create a New Contact click the Add Contact button.

Projects Tab

The Projects tab displays all of your Website Projects in the Projects List View. To Edit a Website Project click the Website Name or the Edit Pencil button in the Actions column.

Support Tickets Tab (Part of Future Release)

The Support Tickets tab will show all Support Tickets you've submitted. To Edit a Support Ticket click the Support Ticket Name or the Edit Pencil button in the Actions column.