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For example, to edit the information you've entered for the customer XYZ Enterprises, you would go to the Customers tab, locate the row for XYZ Enterprises in the grid, and click on the Edit icon in the action column in that row.

When editing existing information, you can access any tab in the Edit dialog. A Save and Close button lets you save all your data and close the dialog in one step. If you want to save your current changes and leave the dialog open, use the Save button instead. To cancel any changes you have not yet saved, click Close.