Edit a customer on an iPhone

You can edit a customers details if someone has made a mistake

You can edit details on the mobile application. When you edit this information it will automatically change this information for all users (including web users)

Watch a quick video showing you how to edit a customer

Or read how to edit a customer

  1. Click the menu icon (3 horizontal lines) in the top left corner

  2. This will open the menu. Click in the search bar in the top right corner. Search for the customer you would like to edit

  3. Click on the name of the customer to open their account. Click anywhere in the customer details and this will allow you to edit information

  4. Click Save in the top right corner to save the new details for this customer
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