How to add or update customer details within a ticket
Keeping customer details accurate and up-to-date is essential for smooth transactions and personalized service. Whether you need to select an existing customer, create a new one, or update their information.
To add or update customer details, first navigate to customer card on the right:
If you want to select an existing customer, enter the first name, last name, email, or phone number in the search field to populate the customer.
If you want to create a new customer, simply click on the create new option.
Fill up the customer details and hit the save button, your customer will be saved within the system.
If you want to update the customer details, click the three dots menu in the customer section, and choose Edit to update current customer details.
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If you want to select a different customer, close the popup and select Change Customer from the three dots menu. You can then search by first name, last name, email, or phone number. You can also remove the customer by clicking on the remove option.
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