Skip to main content

Edit a customer

C
Written by Christy Larkin

Mobile application

  1. Select Customers.

  2. To search for a specific customer, enter part of the customer's name, email, or phone number in the search field.

  3. Select > next to the customer to edit. The customer's details are displayed.

  4. Select . The Edit Customer window is displayed.

  5. Update the following details for the customer:

    • First Name

    • Last Name

    • Phone Number

    • Email ID

    • Address Line 1

    • Address Line 2

    • City

    • State

    • Zip Code

  6. Select Save.

Web application

  1. Select Customers in the navigation pane.

  2. To search for a specific customer, enter part of the customer's name, email, or phone number in the search field, and then select Search.

  3. Select Edit next to the customer to edit. The Edit customer window is displayed.


    ​

  4. Update the following details for the customer:

    • First name

    • Last name

    • Email

    • Phone

    • Address line 1

    • City

    • State

    • ZIP

  5. Select Save changes.

Did this answer your question?