In this article, you will learn how to update customer information.

Why you will need this:

You want to edit customer information like email, contact…

What you will need:

To update customers information, you have two (2) different options:
Option #1: Do it from the “Settings” module. See below.

Step 1: Go to the “Customers” settings

Go to the “Settings” module on the left banner, last module.
Click the “Customers” button

Option #2: Do it from the “Sales” module. See below.
Step 1: Go to the “Customers” section
Go to the “Sales” module on the left banner.
Click the “Customers” button

Step 2: Update customer information
Select the customer you would like to update information for
Click “View”

Modify the information you need
Click on the “Save” icon

Additional Options:

Click the “Tag” button to add a tag to your customer (a Tag is a way to group your customers with an identifier).

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment