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  5. Edit a Customer From the Customer Detail Page

Edit a Customer From the Customer Detail Page

Instructional Video:

  1. In the left column menu select the “Customers” link. This will take you to a page that displays all of your customers with active work orders and allows you to search for customers in your database.
    Location of the Customers link in the user main menu.
  2. Locate the customer you intend to modify and click the “Customer details” button next to the customers record.
    Location of the customer details button within the customer's record.
  3. You should now be on the customer details page that list all relevant information associated with a customer. Locate the “Edit Customer” button to modify the customers contact details.
    Location of the edit customer button on the customer details page.
  4. The edit customer modal will then load and you’ll be presented with a form for editing the customers details.
    The edit customer modal where you can change your customer contact information.

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