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Editing a Customer

Update a customer's details.

Updated over 2 months ago

Update a customer's details.

How to Edit

  1. Navigate to Customers and find the customer.

  2. Click on the customer to view their profile.

  3. Click Edit Customer. You can also use the Back To Customer link to return to the customer profile.

Editable Fields

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Home Address - Start typing and select from autocomplete suggestions, or enter manually.

  • Customer Notes - Internal notes about the customer. The customer cannot see these notes.

Saving Changes

Click Update to save.

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