Edit Special Request

Edit Special Request

The following steps explain how to edit a special request. 

  1. Login to Carter CRM using your username and password.

  2. Click My Work Day in the administration menu on the left.

  3. Locate the order you want to edit special requests in and click on the order.

  4. Navigate to the Items tab. 
  5. Existing requests are displayed in the Special Requests window.
  6. Click on the special request to edit and make changes to the description field then press update.

Only users with appropriate account permissions may edit a special request. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact Carter Customer Support at support@cartercrm.com for further assistance.
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