How do I edit a customer's details?
Open the customer and click the value you want to change, right where it shows. Type, then press Enter or click away. It saves on its own.
Open the customer, then click the value you want to change: the name at the top, or any line in the cards on the right: Details, Company or More details. Type the new value and press Enter, or click away. It saves on its own.
Also called: change customer info, update phone number, change address, modify a client, edit record, modifier un client, changer l'adresse, mettre à jour la fiche
Step 1: Open the customer
Open Customers and click the customer. On a computer, their cards sit on the right, like on a deal: Details, Deals, Company and More details. On a phone, tap the Details tab.
Click: Customers › the customer
Step 2: Click the value to change
Click the name at the top, or a line in the details:
Details: Owner, Status, Language, Phone, Email, Address and Gate code. Directions opens the address in Google Maps.
Company: the company they work for, with its website and what it does. Click Change to pick another company or type a new name, or the X to take them out of it.
More details: your own custom fields, like Tags.
An empty line shows its name in grey. Click it to fill it in.
Step 3: Save
Type the new value, then press Enter or click anywhere else. To cancel, press Esc. For a choice like Owner or Status, just pick a new one.
Good to know
A new company name links the customer to that company. If it doesn't exist yet, it's made for you.
The Deals card lists their deals, open ones first. Click one to open it, or New deal to start one.
Drag a card by the handle at its top to put the cards in your own order. Only you see your order.
The sliders button on the Company card picks what shows for each company. It's the same choice as on deal pages.
Ask Alori can do it too: "Change Marie Tremblay's phone to 450 555-0199".
If you only see the values with nothing to click, your role can view customers but not change them.
If it doesn't work
"Name is required." A customer always keeps a name.
"Enter a valid email." Check the address, like name@business.com.
"Enter a valid phone number, including the country code for an international number." Check the number. Add the country code for a number outside North America.
"You no longer have permission to make this change. Ask an admin for access." Your role changed. Ask the owner.
"Something went wrong. Try again." Your change wasn't saved. Click the value and try again.