Customers
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      2. Customers

      Update an existing customer

      Below steps are outlined on how to change information in your customer's profiles.

      1. Go to the Customers module.

      Go to the Customers module.

      2. Find the customer you want to update.

      Find the customer you want to update.

      3. Open the customer's profile by clicking on the name.

      Open the customers profile by clicking on the name.

      4. Choose to view the profile in side-view.

      Click on highlight

      5. Or choose to view the profile in center-view.

      Click on highlight

      6. Click into the field you want to edit.

      Click into the field you want to edit.

      7. Save your changes

      Make sure to press save after making your edits.

      Save your changes