Edit a Customer Record

Find a Customer | Customer Fields | Customer Overview

Basic

To edit a customer record:

Find and select the record you wish to edit in your customer list.
Select Edit. The record is opened in an editable form.
Edit the customer information fields as necessary.
Select Save.

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.

Delete a customer record

Merge duplicate customer records

Manually issuing or canceling a customer reward

Tracking customers in multiple stores