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 .

    The Details button for editing a select license in Milestone Customer Dashboard.

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

    The pencil icon next to the customer name on the Customer details page in Milestone Customer Dashboard.

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

    The Edit customer window in Milestone Customer Dashboard.

  5. Select Save to apply the new customer name.