This guide will walk you through the process of editing a customer record and making it available to multiple branches.
Step 1:
Start by navigating to the customer's tab.
Step 2:
Search for the customer you want to edit. If you know where to find them, you can directly click on the customer's name.
Step 3:
Once you've opened the customer's record, click on the 'edit' button.
Step 4:
Find the 'branch access' section. Here, you can grant the customer access to the desired branches.
Step 5:
After you've selected the appropriate options, click 'save'.
Congratulations! You've successfully updated your customer's record and made it accessible to multiple branches.