All Collections
Saleboat Android App
Customer Details - Saleboat Android App
Customer Details - Saleboat Android App

Can I edit a customer's details on the app?

Updated over a week ago

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.


โ€‹

Did this answer your question?