Edit Customer Profile – Customers

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< 1 min read

How can I edit the information about my customers?

1. To edit your Customer’s profile, go to the Customers section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

saphyte search box

3. Click on ‘Edit’ and start modifying the details of your Customer. Once done, click on ‘Save Customer’ to save your data.

saphyte edit customer information
saphyte customer information