Edit a customer
You can edit a customer you created. Order Managers can also edit customers shared with the team.
Find the customer
Section titled “Find the customer”-
In the left menu, select Customers.
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In Search customers, type part of the customer’s name, company, or email. If you’re an Order Manager, you can also search by who created the customer.
Order Managers see every customer in the organization, with who created each one under their name; check Only my customers to see just yours. Designers see only customers they created.
If the customer doesn’t appear, check the search text, and clear Only my customers if it’s checked. When nothing matches, Show all customers clears both.
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Select the customer’s row.
Change their details
Section titled “Change their details”On the customer’s page:
- To change the name, select the pencil button next to it (Rename), type the new name, and press Enter.
- To change the company, email, or phone number, select Edit Contact, make your changes, and select Save.
- To change the address, select Edit Address, make your changes, and select Save.
Changes apply to every quote linked to this customer. Orders that have already been submitted keep the details they were submitted with.
Share a customer with your team
Section titled “Share a customer with your team”If you’re an Order Manager, you created the customer, and it isn’t shared yet, a Share with team button appears at the top of their page. Designers can’t share customers themselves; ask an admin. See Share an order or customer with your team.