To modify customer details, please follow this procedure:

1. Log in as Administrator (or a user who has the ‘Manage Customers’ permission). If you are already logged in, skip this step.
2. Click Tools on the header menu. Select Manage Customers on the menu.
3. In the Customers page, click the name of the customer whose details you wish to modify. The Customer details section will open on the right.
4. Make changes to the customer details. All changes you make are saved automatically. 

Disabling customers

The customers who you have no running projects for at the present time, can be disabled. This has the benefit of making them invisible on most lists while retaining them in the database. As you launch a project for a customer that currently has the disabled status, you just change it back to the enabled.

To disable a customer, please follow this procedure:

1. Log in as Administrator (or a user who has the ‘Manage Customers’ permission). If you are already logged in, skip this step.
2. Click Tools on the header menu. Select Manage Customers on the menu.
3. In the Customers page, click the name of customer you wish to disable. 
4. Select 'Disabled' in the status menu atop the section.

A disabled customer is effectively one that cannot be assigned to a project as it is no longer visible on a customer drop-down list. However, if a project or a user was formerly assigned a customer that now has been disabled, it may still be visible in reports or the Customer column, as well as on the list of customers, marked in red in the latter case.