Editing Member Details¶

You can update personal information for members, such as address, phone number, and name. You can't use the editing function to assign a Loyalty ID number or adjust purse balance.

To edit a member's record:

1. On the Member Search view, find the Happy Member account you created. Refer to Searching for Members for more information.

2. Click the record you want to edit. The Account Summary view opens.

   Note

   If others in your company have completed this tutorial, you might find multiple records for Happy Member. In this case, you can type your email address or phone number in the Filter field in the top right to narrow the results. The Filter field can filter only on fields displayed in the list view.

3. Click the edit icon () in the Customer Information section. The Member Details Edit dialog box opens.

4. Select the member's gender as desired.
5. Click Submit.

See also:

• Account Summary
• Edit Members
• Account Summary Details