--- title: Navigating the Edit Customer Window. description: The Acctivate Customer window has many tabs and sections for updating your customer information. This article contains specific links to training pages about each tab. --- [Skip to content](https://hub.acctivate.com/articles/how-do-i-navigate-the-customer-window#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Customers](https://hub.acctivate.com/articles/customers?hsLang=en) 3. [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers) April 10, 2025 # Navigating the Edit Customer Window. ## The Acctivate Customer window has many tabs and sections for updating your customer information. This article contains specific links to training pages about each tab. The Acctivate Customer window has many tabs and sections for updating your customer information. This article will walk you through the edit customer window. If you'd like to learn about the field types and lengths, please check out our [docs page](https://docs.acctivate.com/docs/Customers.html#customer-fields). You can open the Edit Customer window three different ways: 1. Click the **Customer Icon** on the **Icon Bar** 2. From the menu bar, select **Customer \>Customer Information** 3. From the Customer List (Located on the left side of the screen) click the "Edit" button located under a customer's header. #### Edit customer Window Tabs: - [Customer](https://acctivate.com/training/update-basic-customer-information/#custom) - [Ship To](https://acctivate.com/training/ship-to-address/) - [Invoices](https://acctivate.com/training/customer-invoices/) - [Sales](https://acctivate.com/training/customer-sales/) - [Credit](https://acctivate.com/training/customer-credit-tab/) - [Orders](https://acctivate.com/training/customer-orders/) - [Contacts](https://acctivate.com/training/customer-contacts/) - [Prices](https://acctivate.com/training/customer-pricing/) - Products: - Displays all products the customer has purchased on their appropriate invoice detail line. - [Product IDs](https://acctivate.com/training/customer-product-ids/) - [Activities](https://acctivate.com/training/customer-business-activities/) - [Email](https://acctivate.com/training/customer-emails/) #### Optional Tabs - **Job: **If a job is created for a customer in either Acctivate or QuickBooks, the Jobs tab will display with information about each job for the customer. To access a job from the customer double-click the specific job within this tab. - **Custom**: The Custom Tab only appears within the Customer Information window, if a custom field has previously been defined for the Customer window in the Configuration Manager \> Custom Fields folder. - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email) - 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