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Avalara Help Center

Edit customer details

This article applies to:CertCapture

Change basic information for one customer. To update many customers at once, use the import template.

Steps

  1. In CertCapture, search for the customer you want to edit.
    The Search Results page opens.
  2. Select the customer number of the customer that you want to edit.
    The customer Details page opens.
  3. Select Edit on the customer Details tab.
  4. Update the customer information.
  5. Select Update Customer to save the changes.
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