Edit customer
Module: Network Directory · For: Carrier users · Page address: /carrier-portal/networks/customers/:id/edit
How to get there
Section titled “How to get there”Network Directory → Customers → (a record) → Edit Customer
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Network Directory module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Network Directory | Enforced in the app: hidden or disabled without it |
| Save all changes | Edit on Network Directory | Enforced in the app: hidden or disabled without it |
| Edit notes | Edit on Network Directory | Enforced in the app: hidden or disabled without it |
| Upload document | Upload on Network Directory | Manage also grants it |
What this page tells you
Section titled “What this page tells you”PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. Upload a W-9, credit application, or business license to get started.
What you see
Section titled “What you see”- Company
- Contact & address
- Billing & credit
- Notes
- Documents
- Customer card — Editing
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Edit notes
- Show Notes
- Upload document
- Choose File
- Customer type
- Street address
- City
- State
- Payment terms
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Company name | Yes | textbox | Acme Foods Inc |
| Customer type | Yes | combobox | Select… |
| Industry | No | combobox | Select… |
| Status | No | combobox | Active |
| Yes | textbox | ap@acme-foods.com |
|
| Phone | Yes | textbox | (312) 555-0142 |
| Street address | Yes | textbox | 100 Market Street |
| Country | No | combobox | United States |
| City | Yes | textbox | Fort Worth |
| State | Yes | combobox | Select… |
| ZIP | No | textbox | 76106 |
| Payment terms | Yes | combobox | Select… |
| Credit limit | No | textbox | |
| Tax ID | No | textbox | Unchanged |
| Billing contact name | No | textbox | Dana Ortiz |
| Billing contact phone | No | textbox | (312) 555-0142 |
| Billing contact email | No | textbox | ap@company.com |
| Document type to upload | No | combobox | W-9 |
When there is nothing to show
Section titled “When there is nothing to show”- “No notes yet”
- “No documents yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27