Edit customer details

This can be done if there's a need to update the customer profile or if an arrangement was agreed upon between the old owner and the new owner of the existing account.
To be able to transfer the contract to the new owner, the customer’s details must be updated.

The following roles can create a new customer:

• Admin

• Back Office Management

• Call Centre Basic

• Call Center Advanced

How to update customer details

1. Search the customer you need to update in Customer module

   1. Click the 9 dots > Customer > search

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2. Click the name of the customer to go back to the Account details page

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3. At the bottom of Account Details, click "Edit Customer” to proceed with the updating of the customer details.

4. And the process is the same for creating a new customer.

5. After submission, you should get the success pop-up message.