Editing metadata

Learn how to edit metadata.

To edit metadata:

1. Click All customers in the left navigation. The Customers page appears.

2. Search or scroll to find the customer you want to edit.

3. Click the customer ID link under the Customer ID column. The Customer details page appears.

4. Click Edit in the options menu (icon on the right of the row) in the Metadata section. The Add metadata dialog box appears.

   

   
5. Enter the information you want to change and click the Save button.

6. A green Changes saved dialog box will appear in the bottom left corner of the screen.