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Edit customer details

Edit existing customer details such as name, email address and contact information directly from the customer detail page. Changes are saved to the system immediately.

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You can update customer details at any time. This is useful when a customer changes email address, updates a company name, or when additional information needs to be added.

Edit customer details in three steps

  1. Open the customer overview and find the customer by name or email address.
  2. Click the pencil icon (Edit) next to the customer, or open the detail page and click Edit details there.
  3. Adjust the desired fields in the form.
  4. Click Save changes to confirm.

Which fields can you edit?

All fields you filled in when creating the customer can also be changed afterwards: name, email address, phone number, company name, VAT number and language preference. The system stores a timestamp for every change for auditing purposes.

Note: changing an email address also affects the customer's login if they have access to the customer portal.

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