Edit An Order

The following steps explain how to edit an existing order. 

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

   

2. Click Orders in the administration menu on the left.

   

   
   
3. Locate the order you want to edit.

4. Click on the order to edit information on the Info, Items, Spec Req (Special Requests), Pre-Order Check, Schedule, Resources, Photos, Notes, and Summary tabs.

   

5. Once the desired order information has been edited click Save.

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