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Editing customers

How do I edit customers?

If you need to update information for an existing customer, e.g. a new phone number or customer contact, this can be done in the customer list. Only the administrator and supervisors can edit customers.

NOTE:

Supervisors can only edit customers within their assigned areas.

For more information regarding this, go to Company Structure.

 

In this article, you will learn how to edit customers:




 

 

This is how you edit a customer

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In the menu, go to Customers > Customer list

 

Click on Edit customerrediger.png

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Update the relevant information

 

Finish the process by clicking on Save

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