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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Manage Customers > Edit A Customer
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To The Quote Manager Module
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About Comodo Security Solutions

Edit a Customer


  • You can edit the details of an individual or company at anytime.
  • Customers added via Comodo Dragon (CD) can also be edited in Quote Manager.
  • You can also add more fields and addresses for the customer.

Edit contact details

  • Click 'Customers' in the left menu
  • Click on a customer name to view and edit their details




    The edit form is the same as the new customer form. See the previous section if you need help with the form fields.

    • Click 'Save' at the top to apply your changes.
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