Edit Customer Information

Keep customer information up-to-date with easy editing tools. Change contact details, update addresses, add notes, merge duplicates, and track all changes. Accurate customer data means better service and fewer mistakes.

How to Edit Customer Information

Method 1: From Customer List

1. Go to Customers section
2. Find customer (search or scroll)
3. Click on customer name
4. Click Edit button (pencil icon)
5. Update any fields
6. Click Save Changes

Method 2: Quick Edit

1. In customer list, hover over customer row
2. Click three-dot menu on right
3. Select Quick Edit
4. Modal opens with editable fields
5. Make changes
6. Click Update

Method 3: From Job or Invoice

1. Open any job or invoice
2. Click customer name
3. Customer details panel opens
4. Click Edit Details
5. Update information
6. Changes apply to all future jobs

What You Can Edit

Adding Multiple Addresses

For customers with multiple properties:

1. Open customer edit screen
2. Scroll to Addresses section
3. Click Add Address
4. Enter location details:
   • • Label (e.g., "Main Office", "Warehouse")
   • • Full address
   • • Set as default (optional)
5. Save address
6. When creating jobs, choose which address

Merging Duplicate Customers

Found the same customer twice? Merge them:

1. Go to Customers
2. Search for duplicate name
3. Select both duplicate records (checkbox)
4. Click Merge Customers
5. Choose which record to keep as primary
6. Review what will be merged:
   • • All jobs combined
   • • All invoices combined
   • • Notes merged
   • • Contact info from primary kept
7. Click Confirm Merge
8. Duplicates become one record

Bulk Editing Multiple Customers

Update many customers at once:

1. In Customers list
2. Select multiple customers (checkbox)
3. Click Bulk Edit
4. Choose what to update:
   • • Add tag to all
   • • Change payment terms
   • • Update tax status
   • • Assign preferred technician
   • • Add note to all
5. Enter new value
6. Click Apply to All

Tracking Changes

See who changed what and when:

1. Open customer record
2. Click Activity tab
3. View change history:
   • • Date and time of change
   • • Who made the change
   • • What was changed
   • • Old value → New value
4. Filter by date range or user

Important Customer Fields

Best Practices

• Verify before saving: Double-check email and phone numbers
• Keep notes updated: Add important interactions
• Use tags consistently: Create standard tag list
• Regular cleanup: Merge duplicates monthly
• Document preferences: Note how customer likes things done
• Update immediately: Don't wait to fix wrong information

Common Edits

Troubleshooting Edit Issues

Can't Edit Customer

• Check you have permission to edit
• Ensure not viewing archived customer
• Verify not in read-only mode
• Try refreshing the page

Changes Not Saving

• Check for validation errors (red fields)
• Ensure required fields are filled
• Verify internet connection
• Look for error message at top

Wrong Customer Showing

• Clear search and try again
• Check for similar names
• Use customer ID instead of name
• Look for merged records

Related Articles

• Add New Customers
• Bulk Import Customers
• Delete or Archive Customers
• View Communication History