Updating customer details is simple and helps keep your records correct. This guide will show you the easy steps to change customer information in the portal.

Step-by-Step Guide to Update Customer Details:

1. Select the Customer

Navigate to the ‘Customers’ section in the portal's dashboard and choose the ‘Name’ of the customer whose details you want to edit.

2. Update Customers Details

• Email: The customer's email address.
• Name: The full name of the customer.
• Phone Number: The contact number of the customer.
• Gender: The customer's gender.
• Address Line: The street or detailed address of the customer.
• City: The city where the customer lives.
• State: The state or region where the customer resides.
• Country: The country of the customer.
• Zip Code: The postal code for the customer's address.

1. Click the pencil icon next to the field you wish to edit. After making the changes, click the checkmark to save, and the customer's details will be successfully updated.

Conclusion

Updating customer details is a quick and easy process that helps keep your records accurate and up-to-date. By following these steps, you can ensure that all customer information remains current, improving communication and maintaining data consistency.