- 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.
- Locate the customer you intend to modify and click the “Customer details” button next to the customers record.
- 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.
- The edit customer modal will then load and you’ll be presented with a form for editing the customers details.