Edit a customer
Edit the name of a customer to change the way that it appears in Milestone Customer Dashboard:
- In the main menu, select Customers
.
-
Select the customer that you want to rename
and select Details
.
-
Select the pencil icon
to the right of the customer name
.
-
Enter in a new customer name in the Edit customer field
of the window.
- Select Save
to apply the new customer name.