Edit a customer’s details

OctopusPro allows you to modify your customer’s information. You may need to change the information already stored in your account for them.

It’s important that a customer’s details are correct on a frequent basis and updated if needed so that they are contactable and the booking information is correct for the fieldworker. You can view and edit your existing customer details. To edit a customer’s details, click here.

Table of contents

Editing customers’ personal details through their profiles
Editing customers’ business details from their profiles
Editing customer’s details through their bookings
Editing customer’s details through their quotes
Editing customer’s details through their invoices
Editing customers’ details through their estimates
Editing customer’s details through their complaints

Editing customers’ personal details through their profiles

You can modify the customer’s information from their profiles. Go to Customer > All Customers. It will display a list of customers stored in the system, then you have to review the customer profile you want to edit. If necessary, you can use the search bar to look for a certain customer from the top right corner of the page.

Click on the button and a drop-down menu will appear so you can select to view the customer’s profile.

From the customer information section, click on the Edit icon.

A pop-up window will appear.

Editing the auto-filling customer contact details from the profile

If your customers have their contact details saved in their profiles, like their first name, last name, email address, phone number, and more saved in their profiles, it will appear automatically, and you do not need to enter their details again when scheduling a new booking, as it will automatically fill in instantly in the customer’s data. It’s also available for your bookings, inquiries, estimates, invoices, quotes, and complaints. You can also add an additional customer’s contact.

You can easily modify the existing data of the selected customer. You will also be able to add, edit, or remove any details you wish.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click the “Save” button at the end of their profile.

Editing customers’ business details from their profiles

Click on the button and a drop-down menu will appear so you can select to view the customer’s profile.

From the customer information section, click on the Edit icon.

A pop-up window will appear.

Editing the auto-filling customer contact details from the profile

You can easily modify the existing data of the selected customer. You will also be able to add, edit, or remove any details you wish.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

Selecting the business type first allows you to fill up the text box with the business name that you want to name, followed by selecting the trading name from the drop-down option. To learn more about adding the trade name, click here.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click the “Save” button at the end of their profile.

Editing customer’s details through their bookings

Go to the “All Bookings” page, then select the booking that you want, then click on the “Edit” icon located near the customer’s name to make the adjustments for your customer.

You can view the customer’s profile by hovering the mouse pointer over their name. Then you will be redirected to the customer’s details page so you can click on the edit icon.

A pop-up window will appear.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click on the “Save” button at the end of their profile.

Editing customer’s details through their quotes

Go to the “All Quotes” page, select the quote that you want, and then click on the “Edit” icon located near the customer’s name to make the adjustments for your customer.

You can view the customer’s profile by hovering the mouse pointer over their name. Then you will be redirected to the customer’s details page so you can click on the edit icon.

A pop-up window will appear.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click on the “Save” button at the end of their profile.

Editing customer’s details through their invoices

Go to the “All Invoices” page, select the invoice that you want, and then click on the “Edit” icon located near the customer’s name to make the adjustments for your customer.

You can view the customer’s profile by hovering the mouse pointer over their name. Then you will be redirected to the customer’s details page so you can click on the edit icon.

A pop-up window will appear.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click on the “Save” button at the end of their profile.

Editing customers’ details through their estimates

Go to the “All Inquires” page, select the inquiry that you want, and then click on the “Edit” icon located near the customer’s name to make the adjustments for your customer.

You can view the customer’s profile by hovering the mouse pointer over their name. Then you will be redirected to the customer’s details page so you can click on the edit icon.

A pop-up window will appear.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click on the “Save” button at the end of their profile.

Editing customer’s details through their complaints

Go to the “All Feedback” page, select the complaint that you want, and you can view the customer’s profile by hovering the mouse pointer over their name.

Then you will be redirected to the customer’s details page so you can click on the edit icon.

A pop-up window will appear.

To edit the customer’s general information, the following details may be edited according to the guidelines below.

First Name: You can change the customer’s first name.
Last Name: you have the option to edit the customer’s last name.
Phone: you can modify or add the customer’s phone number. Also, including the area code is required. There is no need to enter dashes. You can enter multiple contact numbers.
Mobile: The customer’s mobile phone number, including area code. You do not need to include dashes.
Fax: The customer’s fax number
Email: the customer’s email address This email address can also be used by the customer to receive emails from your business.

Also, you can edit the customer’s billing address:

Address: Enter the customer’s street address, then provide your unit number, address line, and customer’s billing address postal or zip code.
Town/City : The customer’s address city.
Country: The customer’s address country is selected from the drop-down list.
State/Region: The customer’s address state or province is selected from the drop-down list.

Click on the “Save” button at the end of their profile.

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