Edit Customer Information

There may be times where a customer record requires an update, such as a different email address. There may also be a need to add a note to a record. Customer records are accessed via the Customers section of the navigation pane.

To edit a customer record:

1. Click Customers on the navigation pane. The Customers page will populate to the right.
   
2. Click on the customer line, or click ellipses at the end of the applicable customer record row.
   
3. If clicking the ellipses, click 'Open' or 'Open in a new tab' if a new tab is preferred. 
   
4. Click the field to edit. Available fields are as follows:
   1. First Name
   2. Last Name
   3. Email Address
   4. Phone Number
   5. Customer Notes
      
5. When finished, click Update. A message will appear that states 'Customer updated successfully' and the customer's information has been updated.