Reports | Updating Customer Records

Customer phone numbers and other information may change over time and need to be updated in your system.

This can be done while entering an order, but it may be more convenient to do so in the Customers screen.

Navigate to Orders > Customers, search for the customer you wish to update, and click on their customer profile.

Once in their profile, find the section you'd like to update. Make updates as necessary and don't forget to click Save Customer!