The Customer Snapshot Screen is exactly that, a "picture" of the Customer at this time. None of the tabs there allow you to make changes. To edit this Customer, click the Edit button on the bottom left of any tab screen. Then the Details Screen for that tab will open for changes. You can also double-click on any item line displayed on a tab (Such as Job Site, Work Orders) and that item will open for editing.

In order to add new items (related to the tab that you have open) click on the New button at the bottom left of every tab screen.

 

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Page url: http://www.fieldone.com/startech/help/index.html?_customers_display_customer_snapshot_edit_.htm