Main Menu > Customers
If any details for a customer have changed and you would like to edit them, you may follow these steps:
From your Main Menu, navigate to Customers
Select the customer you're looking for
You may begin editing these details in the basics tab immediately:
If you wish to change their classification, please click on the link below:
If you wish to add, edit or remove tags, please click on the button below:
You must click SAVE CHANGES when you are done changing any details.
Accepted File Types:
There are accepted file types and file sizes when uploading/attaching files to a customer, and they are as follows:
File Format | What is it? | File Size Limit |
zip | compressed archive file | 20mb |
rar | compressed archive file | 20mb |
7z | compressed archive file | 20mb |
csv | comma-separated values file. stores data in tabular foramat | 20mb |
png | portable network graphics file: lossless image file format | 20mb |
jpg | joint photographic experts group: lossy image file format | 20mb |
portable document format | 20mb | |
doc | older microsoft word document format | 20mb |
docx | newer format of microsoft word documents | 20mb |
xls | older file format of microsoft excel spreadsheets | 20mb |
xlsx | newer file format of microsoft excel spreadsheets | 20mb |
txt | simple, unformatted file containing only plain text | 20mb |
If you wish to make a customer dormant, please click on the button below: