How do I edit a customer's contact details?
Open the customer in Contacts and edit their details right on the record — each field saves on its own, so there's no Update or Save button to hunt for.
Read the transcript
To update a customer’s details, go to Contacts and click their name. Their record opens in a drawer. There’s no Save button to hunt for. Each field saves on its own. To change the name, click the pencil, edit it, and press Enter to save. We’ll leave the name as it is and press Escape to cancel. To change the phone or email, click the field, type the new value, and click away. It saves when you leave the field. Clicking away saves it. Addresses are managed here. A contact can have several, with one marked as the default for booked jobs. And to record a business name, link the contact to a company.

