Customer Information

Click the Edit button next to the Customer name on the Folder to edit the customer name, address, and settings.

Edit the customer Phone #s directly in the Folder header

Set the customer up to receive text and/or e-mail communication on the Communication tab

Clicking Edit next to the customer name will allow you to edit the name, address, and settings fields:

Settings

Under the Settings section you can uncheck the box that says "Include in CSI" if you wish to exclude this Folder from the CSI batch, you can check the box Exempt from Sales Tax if the customer/company is exempt from sales tax.