Edit a Customer Record

Find a Customer | Customer Fields | Customer Overview

Basic

To edit a customer record:

1. Find and select the record you wish to edit in your customer list.

2. Select E dit. The record is opened in an editable form.

3. Edit the customer information fields as necessary.

4. Select S ave.

If you have to edit many customer records at once, such as when a ZIP Code or phone area code changes, consider using list edit mode. List edit mode allows you to make changes directly in your customer list, similar to working in a spreadsheet.

Related Topics

Delete a customer record

Merge duplicate customer records

Manually issuing or canceling a customer reward

Tracking customers in multiple stores