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ADV FAQs Change Customer Account Information

ADV FAQs Change Customer Account Information

This article will explain how to change an existing customer’s account information in Advantage.

2 min read

Do Remember!

Any screen with the ability to perform a customer search in Advantage, you can also change the customer account information.  Perform the search and click the Edit Icon. The customer radio button will show results for both the bill-to and receiving customer. 


What you will need

  1. Customer number or Customer’s email address


How to Change Customer Account Information

  1. From the Customer Service ribbon, navigate to Customer Search

  2. From Customer Search, search and locate the account to change and select the Edit Icon

  3. Make any applicable changes to the customer's information and then click Enter when complete

Wrap up

You should now be able to search for a customer and change the customer account information in Advantage.


Related Content

Understanding the Customer Activity Screen

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FAQs - Update Credit Card on File

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Advantage Customer Service: Account Maintenance

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Advantage Customer Service: Orientation

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