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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.

Editing Customer information

In addition to editing customer information as described above, you can click on the Customer name in the Customers page to access a detailed page for that Customer. This lets you view all information for the Customer at one time, instead of in a tabbed dialog.