Edit a Customer

Update a customer record when their contact information or other saved details change.

Edit a customer

1. From the main menu, select Review. 
2. Select Customers.
3. Find the customer in the list.
4. Select the three-dot menu for that customer.
5. Select Edit.
6. Update the necessary fields.
7. Select Save.

Three-dot customer actions menu with Edit highlighted.

 

Required fields

First name and phone number must remain filled in. Last name is required only when that organization setting is enabled. Other details, such as email, address, language, tags, internal description, and referral source, can be updated when applicable.