Edit a customer

Edit the name of a customer to change the way that it appears in Milestone Customer Dashboard:

  1. In the main menu, select Customers.
  2. Select the customer that you want to rename and select Details.

  3. Select the pencil icon to the right of the customer name .

  4. Enter in a new customer name in the Edit customer field of the dialog box.

  5. Select Save to apply the new customer name.