Editing Your Customer Records from Your Precision Systems Web Admin Interface

You may need to add or edit information on your customer records long after you've created them, and there are several ways to do this in Precision Systems.

If you haven't already done so, we invite you to read our article How to Edit a Customer Record in Precision Systems to learn about the other methods, and which one will work best for you.

Editing them from your Precision Systems Web administrator interface is one method.

To do this, log into your Precision Systems administrator account.

On the sidebar on the left side of the screen, tap "Client" in the "Reports" section

From the drop-down list, choose "Client List".

This will take you to the page containing your client list.

You can then select a client from the list displayed or search for one using the search bar at the top of the list.

Then click on the customer of your choice to access his file.

At this point you will only have to press the button

, located below the area dedicated to the customer's photo to proceed with the modification of the data related to him.