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How do I edit a Customer?

Customers can be edited in two places:

  1. From the Customer List
  2. From the Customer file

From the Customer List

To edit a Customer from the Customer list, choose Customers > List

Click the Edit icon against the Customer name 

Make the required changes and click Save


From the Customer File

To edit a Customer from the Customer file, choose Customer > List

Click on the Customers' name

Click the Actions button and choose Edit Customer

Make the required changes and click Save

Customers can be edited from the Customer List 


To edit a Customer from the Customer List tap Customers

Scroll the list to find the specific Customer, tap the Customers' Name


Tap the Action Icon in the top right-hand corner > Edit Customer


Make the required changes and tap Save

To edit a Customer, from the Manage screen tap Customers


Scroll the Customer List to find the specific Customer, tap the Customers' Name to open their profile and tap EDIT in the top right-hand corner of the screen


OR


Tap the Pencil Icon in the bottom right-hand corner of the screen



Make the required changes and tap SAVE

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