Updating Customer’s account

You can edit information about your customers, including all their data provided during account creation process.

You can update customer data directly from their Profile Detail Page or by selecting their record from All Customers list.

Customer account editing

To edit a Customer Account from Customers list:

  1. Tap Customers on the Admin sidebar and choose All Customers
  2. In the Customers list, find the record to be edited and click Edit icon edit in the Action column to open the record in edit mode
  1. Make any necessary changes to the customer account information
  2. When it is done, tap SAVE

To edit a Customer Account from Profile Detail Page:

Edit Option in Profile Details
  1. Tap Customers on the Admin sidebar and choose All Customers
  2. In the Customers list, find the record to be previewed and click View icon view in the Action column to open the record in view mode
  1. Click Edit at the top of the page. The same editor will be opened like in the example above.
  2. Make any necessary changes to the customer account information
  3. When it is done, tap SAVE