How to Update a Customer's Information

Updating a customer's information is a simple process that can be done in just a few steps. Whether you need to change their contact information, update their billing details, or make any other changes, this guide will walk you through the process.

To begin, you will need to navigate to the specific customer page that you need to update. There are two ways to do this:

Once you have arrived at the customer's page, you are ready to begin updating their information.

On the customer's page, you will see a variety of information about them, such as their name, contact information, and billing details. To update any of this information, simply click on the field you wish to change and make your edits.

If you need to update multiple fields, you can do so by clicking on each one individually and making the necessary changes. Once you are satisfied with the updates, be sure to click the "Save" button to ensure your changes are saved.

Here are a few additional tips to keep in mind when updating a customer's information:

And that's it! You now know how to update a customer's information. If you have any further questions or need additional help, please don't hesitate to reach out to our support team for assistance.

Once you are on the customer page, click on the "View All" button in the Primary Contact portion of the page. This will bring up a list of all the contacts associated with this customer.

To change the primary contact, simply click on the star icon next to the contact's name. This will make them the primary contact for the customer. You should now see their name displayed on the main customer screen.