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Ovatu

How do I edit a Customer?

Customers can be edited in two places:

  1. From the Customer List
  2. From the Customer file

From the Customer List

To edit a Customer from the Customer list, choose Customers > List

Click the Edit icon against the Customer name how-do-i-edit-a-customer

Make the required changes and click Save

From the Customer File

To edit a Customer from the Customer file, choose Customer > List

Click on the Customers' name

Click the Actions button and choose Edit Customer

how-do-i-edit-a-customer Make the required changes and click Save

Customers can be edited from the Customer List

To edit a Customer from the Customer List tap Customers

Scroll the list to find the specific Customer, tap the C****ustomers' Name

how-do-i-edit-a-customer

Tap the Action Icon in the top right-hand corner > Edit Customer

Make the required changes and tap Save

To edit a Customer, from the Manage screen tap Customers

how-do-i-edit-a-customer

Scroll the Customer List to find the specific Customer, tap the C****ustomers' Name to open their profile and tap EDIT in the top right-hand corner of the screen

OR

Tap the Pencil Icon in the bottom right-hand corner of the screen

how-do-i-edit-a-customer

Make the required changes and tap SAVE


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