- Help Center
- Orders
- Editing orders
Editing customer details
How to edit customer details
You may want to change some customer details in an existing order. Editing customer details for completed orders is limited to contact details only.
On this page
1. Editing individual customer details
2. Editing contact details for the entire order
1. Editing individual customer details
Editing a single customer's information is possible in upcoming, active or pending orders. this cannot be changed in a completed order.
-
Click the more icon
next to the customer's name on the respective customer card.
- Select Edit details from the drop-down.
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Make any required changes.
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After you're done, click Save
If you want to edit the contact details for the entire order:
To edit the primary contact for an order:
-
Click
next to the responsible customer's name in the right panel.
- Click Edit details.
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Make any required changes.
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After you're done, click Update.