Editing own customer data

You can edit customer data in the menu My Sunny Design > Own customer data or in an open project.

Procedure:

  1. To edit customer data via the My Sunny Design menu, select My Sunny Design > Own customer data in the header.
  2. To search for customer data by name or address, enter the desired text in the field Search term. Here, You can also search for parts of the name or address.
  3. To search via the surname, company or customer location, enter the desired text in the respective field and confirm via the enter key.
  4. To edit customer data, select the customer in the results list, open the context menu via left-click and select Open customer.
  5. The Customer data dialog box will open.
  6. Make the desired changes and select [OK].
  7. To delete customer data, open the context menu via left-click and select Delete customer.
    Administration of own customer data
    Creating own customer data