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Editing Buyer Information

Autosoft -

You can edit a customer's information without leaving the deal for which you've assigned the customer as a buyer or co-buyer. Use one of the methods below to edit the buyer information. 

Using the Buyer Actions Button

Using the Buyer Menu

 

Using the Buyer Actions Button

Step 1. While inside a deal, click the Buyer button under the Deal Summary Card. This will open the buyer page, containing both the Buyer and Co-Buyer cards.  

Step 2. Click the Buyer Actions button in the upper-right corner of the Buyer Card. A drop-down menu of options will open. 

Step 3. Select Edit Buyer from the Buyer Actions Menu. The Co-Buyer Card will be replaced by the buyer information, which will open to the Detail page. If you want to collapse the Buyer Card to view more of the buyer information below without scrolling, click the blue upward-pointing caret next to the buyer's name in the Buyer Card.

Step 4. Use the Buyer Detail page to edit the buyer's basic information, as well as their addresses, phone numbers, and email addresses. You can also click the License and Credit buttons to view and edit the respective customer record information without leaving the deal. For details on adding the buyer's credit information, see the Knowledge Base article, "Adding an Individual Customer's Credit Information."

Step 5. After making changes on any page of the Buyer record, click Save before moving on to another page of the Buyer record. A green "Success" message will verify that the changes have been saved.

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Using the Buyer Menu

Step 1. While inside a deal, hover over the Buyer button under the Deal Summary Card. The drop-down Buyer Menu will open.

Step 2. Select Buyer from the Buyer Menu. The Buyer Card will open, and below it will be the buyer information, which will open to the Detail page. If you want to collapse the Buyer Card to view more of the buyer information below without scrolling, click the blue upward-pointing caret next to the buyer's name in the Buyer Card.

Step 3. Use the Buyer Detail page to edit the buyer's basic information, as well as their addresses, phone numbers, and email addresses. You can also click the License and Credit buttons to view and edit the respective customer record information without leaving the deal. For details on adding the buyer's credit information, see the Knowledge Base article, "Adding an Individual Customer's Credit Information."

Step 4. After making changes on any page of the Buyer record, click Save before moving on to another page of the Buyer record. A green "Success" message will verify that the changes have been saved.

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