Edit a customer

Step by step

1. 1

   Open a customer

   Go to Customers and select a person from the list.

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2. 2

   Choose Edit

   Open Edit customer to change Name, Email (optional), Phone (optional), Notes (optional), and GDPR consent.

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3. 3

   Save

   Save your changes. The list and profile update immediately.

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4. 4

   Copy contact details

   In view mode you can copy phone or email when you need them outside TeqBook.

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