- In the left column menu select the “Work Orders” link. This will take you to a page that displays all of your historic work orders.
- Click the “New Work Order” button located in the top right of the Work Order listing page.
- While on the Work Order creation page. Locate the “Customers” panel. Then press the “Edit Customer” button.
- The edit customer modal will then load and you’ll be presented with a form for updating the customers details. Once you are done editing the customers details select the “OK” button to save the changes.