Edit a customer

To change a customer's details:

1. 1Open Kunder from the sidebar.
2. 2Find the customer in the list — type in the search box to narrow it down if you have a lot of them.
3. 3Open the menu at the end of the customer's row and choose Redigera, or choose Visa detaljer to open the full record first.
4. 4Update whatever you need — company name, email, phone, owner, industry, address, and so on.
5. 5Press Spara.

Many fields can also be changed without opening the record at all: click a cell directly in the list (for example the email, status, or assigned user) and edit it in place.