This article explains how to update and manage customer accounts, including editing account details, viewing account summaries, and accessing related articles.

When you are viewing a specific account, click edit . You can modify the basic information, the billing and payment term, and the payment method.

Customer Accounts provides a list of all customers. On this page, you can see a high-level summary of each account. This is the expanded view of the list of all your customers. You can switch between expanded and list views.

To view information for an individual account, in the section for that account, click View (or click the account name).

See the following articles:

• Specify ship-to contacts
• Manage subscriptions, orders, and amendments for customer accounts
• Add attachments to customer accounts
• Workarounds for changing currencies in customer accounts
• Scrub contacts
• Scrubbed fields in Contacts and Contact Snapshots