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 button 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. | 20mb |
png | portable network graphics file: lossless image file format | 20mb |
jpg | joint photographic experts group: | 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: