Editing a customer

To edit a customer, navigate toward the Customer tab on the left-hand side taskbar. Select the customer you wish to edit by either selecting the customer name; or alternatively, select the Edit option under the Action list on the right-hand side.

Once on the selected customer record, you a free to edit the details displayed. From here you can change the Name, Color, Category, and Notes. After inputting your required changes, click the Update Customer button at the bottom left-hand side of the page.