Often, there is a need to update customer information in RepairDesk. This can be done easily by following a few simple steps. Here's how you can edit customer details:
- Navigate to the Manage Customers section: Go to your RepairDesk dashboard and find the "Manage Customers" tab. Click on it to access the customer management page.
2. Filter or select a specific customer record: If you are looking for a particular customer, use the available filters or search bar to narrow down the list. Alternatively, you can simply scroll through the list and click on the customer whose details you want to edit.
3. Click on the Action button: Once you have selected the customer whose details you want to edit, locate the Action button associated with their record. It is usually represented by three dots or a gear icon.
4. Choose the Edit option: From the drop-down menu that appears when you click on the Action button, select the "Edit" option. This will open up the customer's record with editable fields.
5. Make necessary changes: Once the customer's record is open for editing, you can modify any relevant information. This may include their name, contact details, address, email, or any other field that requires an update.
6. Save the changes: After making the desired modifications, click on the "Update" button or any similar option provided to save the changes. This ensures that the customer's record is updated and accurate.
By following these steps, you can conveniently edit customer details in RepairDesk. Remember to save changes after making any necessary modifications to keep the customer records up-to-date.
Note: It is always best practice to double-check the accuracy of the edited information before saving the changes to maintain data integrity.