Maintaining your customer’s information is vital for ensuring a smooth business operation. You have two methods to use in the event that you need to correct, change or edit your customer’s information: The Customer Template spreadsheet and the Edit Customers function within the WebManager. This article will focus on the latter method.
To use the Edit Customers function, you must first log into the WebManager, then click on “Customers” followed by “Edit Customers”. This will take you to the subsequent screen:
The Edit Customers function uses a spreadsheet-like interface to display the current information you have about your customers. Arrayed at the top of the interface are the same headers you would find in the Customer Template spreadsheet. Most of them, such as the IsDeleted and Customer Name headers can be filtered to help you find specific customers.
To edit a customer’s information, simply click on the cell that contains the information you wish to change, and enter the new info. Clicking anywhere outside of the cell will create a red marker in the upper left corner of the cell, alerting you that cell has been edited. If you wish to save the edit, click on the red “Save Changes” button. To discard the edit, simply refresh the page using your web browser’s refresh button.
That’s it! Make sure to click on the green “Push Data Live” button to publish your customer edits and make them official.
Please note: if you plan on heavily editing your customers’ information, please export a copy of your current customer data first (Manage Data > Export Data > Export Customers) to have as a backup copy.
What’s the fastest way to edit my customer’s information?
That depends on how much information you have to edit, and how many customers need corrections. Generally speaking, the WebManager functions are convenient for changing small amounts of information. But if you need to change a large amount of info, then the spreadsheet is your best bet.
We'll look at Customer Changes next!