Customers
Managers onlyEdit a customer
Update a customer's name, phone, email, address or MOT reminder choice.
On the customer's page
- Open Customers and choose the customer.
- In Contact details, change what you need.
- Choose Save changes in the bar at the bottom.
A quick edit
- In the Customers list, choose the three dots on the customer's row, then Edit.
- Make your change and choose Save customer.
Good to know
- Invoices you've already issued keep the details they were issued with.
- The Copy button next to the email copies the address, and works for everyone.
- Mechanics can see customer details but can't change them.
