How to edit a customer, and where can I see what was changed

Name: Arkon One: Edit a customer, and where can I see what was changed
Duration: 49 s
Description: How to edit a customer, and where can I see what was changed. A step-by-step walkthrough of the screens, buttons and fields involved.

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How to edit a customer, and where can I see what was changed. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the customer from Customers.
Press Edit (top right), change the fields and press Save.

Tip

Every change is recorded: open the History tab on the customer page to see who changed what and when. If you do not see Edit, your role cannot edit customers (only Owner / Administrator, Office Manager, Sales & Estimating and Accounts & Billing can).

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