Editing orders
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      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.

      1. Click the more iconmore-2-fill next to the customer's name on the respective customer card.

      2. Select Edit details from the drop-down.

      3. Make any required changes.

      4. 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:

      1. Click arrow-down-s-line next to the responsible customer's name in the right panel.

      2. Click Edit details.

      3. Make any required changes.

      4. After you're done, click Update.