If any details for a customer have changed and you want to edit them on the go, you may follow these steps:
From your Main Menu, navigate to Customers
Select the customer whose details you wish to change
On the top right-hand side of your screen will be a pencil icon. Press this to enable editing.
From here you will be able to edit any details that may have changed, such as:
Heat status (slide your finger across the flames to edit)
Office and Primary Contact Numbers
Email Address
Estimated Spend
Customer name & Address
Customer Website
When you are done making the changes, you may then press the Green Tick in the top right-hand corner to save the changes made. These changes will be saved on Saleboat Web too.
