How to Edit or Delete a Customer in the Bookipi Web App

This guide walks you through editing or deleting customer records in the Bookipi Web app. You can update existing customer information to keep your records accurate or remove records you no longer need. Whether you're updating a company or an individual customer, this guide will help you manage your customer details under CRM > Customers and keep your customer database organized and up to date.

In CRM > Customers, customer records are organized into two categories:

Choose the appropriate category depending on the customer record you want to edit or delete.

You can update customer names and other details directly from their customer profile.

On the left-hand panel, click 'CRM', then select 'Customers'.

Go to the Companies tab to view your business and organization records.

Find the company you want to update. You can open its profile by either:

To update the company name, click the name displayed in the upper-right corner of the profile or select the pencil icon. Enter your desired changes, then click outside the field or press Enter on your keyboard to save.

To edit other company information, under Company details, click the field directly, such as Website or Business email, or click the pencil icon.

Once you've finished editing, click outside the field or press Enter on your keyboard to save.

Click 'Show more' to view additional company fields. Select the fields you want to update and make the necessary changes.

On the left-hand panel, click CRM, then select Customers.

Go to the 'People' tab to view your individual customer records.

Find the person you want to update. You can open their profile by either:

To update the profile name, click the name displayed in the upper-right of the profile. Enter your desired changes, then click anywhere outside the field or press Enter on your keyboard to save the updated name.

To edit other details, go to the Person details section and click the field you want to update, such as Email or Phone. You can also click the pencil icon beside the field to make changes.

Once you've made your changes, click outside the field or press Enter on your keyboard to save.

Click Show more to display additional fields that you can edit.

In the Bookipi Web app, you can delete customer records individually or delete multiple records at once using the bulk delete option. You can delete records under either the Companies or People tab.

On the left-hand panel, click CRM, then select Customers.

Choose the appropriate tab:

Locate the customer record you want to delete.

Click the More Options (⋮) menu on the right side of the customer's name.

Select 'Delete' to remove the customer record.

Alternatively, open the company or person's profile, click the three-dot menu (⋮) beside the profile name, then select 'Delete'.

You can also delete several customer records at once using the bulk action toolbar.

On the left-hand panel, click CRM, then select Customers.

Choose the appropriate tab:

Click the checkboxes beside the names of the customers you want to delete. You can select multiple records.

Once you've selected the customer records, a bulk action toolbar will appear at the bottom of the screen.

Click the More options (⋮) menu on the toolbar.

Click 'Delete' to remove the selected customer records.

A confirmation pop-up will appear asking you to confirm the deletion. Please note the following before confirming:

If you are certain you want to proceed, click the red 'Delete' button.

A: CRM stands for Customer Relationship Management. It’s a system or tool used to manage and improve interactions with your customers. It helps you store customer information, track sales, and provide better service, all in one place, making it easier for you to build stronger relationships with your customers.

You can use the search bar in the upper left part of the customer dashboard. Just ensure you enter a complete word from the customer's name or email for the search to work properly. Once located, you can select and edit or delete the customer.

A: Yes, you can delete multiple customers at once by ticking the checkbox next to their names, selecting the customers you want to delete, and then clicking the 'Delete' button at the top of the list to remove them. However, please note that once deleted, this action cannot be undone or restored.

A: You don't need to look for a Save button! The system automatically saves your changes when you click anywhere outside the field or press the Enter key after updating the information.

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.