Apps Community apps Customers Edit a Customer

Edit a Customer

Editing an existing customer record allows you to update their details or make corrections. Follow these steps to edit a customer in the system.

1
Find the Customer

Start by locating the desired customer in the list. You can scroll through the list or use the search bar for quicker access.

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2
Open the Customer Record

Click on the customer to view their detailed record. This will open the customer profile, displaying all the saved information.

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3
Click Edit

In the customer profile, click the Edit button located in the top left corner. This will allow you to make changes to the customer details.

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4
Make Changes

Edit the necessary details in the form. You can update contact information, business address, or any other relevant fields as needed.

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5
Save Changes

After making the necessary updates, click the Save button to apply the changes to the customer record.

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