Tap the  button on the customer form to display a menu with the following options:

• [Add Note] – it allows you to enter a note
• [Add Attachment] – it allows you to add an attachment to the customer form
• [Add Document] – it registers a new sales document
• [Show Customer on Map] – it displays the customer’s location
• [Get Directions] – it creates a route to the selected customer address
• [Add to Favorites] – it tags the customer as favorite
• [Edit Customer] – it allows you to fully edit the customer form

Tapping the [Edit Customer] button allows you to fully edit the customer form. When editing the customer form, you can change data in each of these sections:

• General
• Contact Information
• Other Addresses
• Contacts
• Accounting (the customer’s tax classification)
• Contact Persons
• Description
• Notes
• Attachments

In the individual sections of the customer form, you can add a new address, contact details, contact person, note, and attachments. For more details about entering particular information on the customer form, see the Adding a new customer article.