These docs are for v2023.12. Click to read the latest docs for v2025.03.01.

Customer personal details

Applies to roles:

System Administrator Customer Service Sales Agent Finance

Viewing a customer's personal details

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  1. Select the Edit button on the Customer Details section.

Updating a customer's personal details

  1. Select the Edit button on the Customer Details section.
  2. Edit the customer's details
  3. Select Save