In order to edit a customer’s data, select one of the two buttons:

• button located in the Edit column and the row of the relevant customer in the customer list
• [Edit] button in the customer preview window

The Edit Customer window is divided into three tabs:

• Details
• Address
• Consents

Details tab

The Details tab contains the following fields:

• Code (required)
• Customer Type (non-editable)
• Title – applicable to retail customers
• First Name (required) – applicable to retail customers
• Last Name (required) – applicable to retail customers
• Name (required) – applicable to business entities
• Date of Birth – applicable to retail customers
• Academic Title – applicable to retail customers
• TIN – applicable to business entities
• TIN Prefix – applicable to business entities
• Issuing Authority – applicable to business entities
• Description
• PESEL
• NIN
• Classification Categories
• Attributes

Address tab

On the Address tab, you can:

• Add a new address
• Edit existing addresses
• Delete an address

When editing an existing address, you can modify data in the following fields:

• Address Type
• Country
• Zip Code
• City
• Street
• Street No.
• E-mail
• Phone

Consents tab

On the Consents tab, you can edit consents signed by the customer.