How to edit a customer

Update a customer record so contact details and repair information stay accurate.

1. Open Customers

From the main navigation, select Customers.

YourBiz main navigation with Customers highlighted — Select Customers from the main navigation.

2. Choose a customer

Select the customer record you want to update.

You may need to search for the customer by selecting the filters button and searching for their name or phone number, etc.

YourBiz Customers page filtered to the customer Roy Ramirez — Use the customer search field to find the record you want to update.

3. Edit customer details

Select the Edit button.

When the form opens, update the customer information and save your changes.

Customer detail page with the Edit icon visible — Open the customer record and select the Edit icon.

Edit Customer form populated with Roy Ramirez details and the Save Changes button — Update the customer information, then select Save Changes.

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