Edit a Customer’s Details

Edit a customer’s details

It’s important that a customer’s details are correct so that they are contactable and so that the booking information is correct for the Fieldworker. To edit a customer’s details:
  1. Go to the Customer Details page by searching for a customer or clicking on a customer’s name in an INQ/EST/BOK/INV/CMP
    or go to Customers from the main menu, then click on customer’s name you want to edit
  2. Click Edit
  3. Enter the correct information
  4. Press Save

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