Purpose: Accurate customer details are essential for completing tasks correctly, ensuring users are directed to the right property each day, and maintaining accurate historical records.
If a mistake has been made or a customer provides additional personal contact information, edit the customer's details to ensure they are as accurate as possible.
Please note:
- Edits to customer details will change all historical records
- Changing main customer status to Dormant will set all associated work addresses to dormant
View edit screen
Navigate to customer dashboard > Edit > Amend below listed sections > Save
- Edit
- Amend customer details - Surname required
- Amend property address - Address line 1 required
- Status - Active/Dormant
- Other details
- Building type - Select from drop-down
- Advertising - Begin typing entry > Select from result
- Price book - Begin typing entry > Select from result
- Creditor days - Select from drop-down
- Vacant property - Select from drop-down
- After sales communication - Tick to enable/Untick to disable
- Third party reference - Amend reference to link customer in accounting package only when necessary
- Communication preferences - Tick/untick as per customer request
Advanced options
Change customer type
Change customer type > Select new customer type in ‘Change to’ dropdown > Enter any required information > Save
Merge customer
📘 Merge customers
Related guides:
Types of buildings
Advertising sources
Price books
Creditor days
After sales care defaults
Communication rules
Customer types