Managing Customers

Once a customer is created, you can edit, delete, merge, or export customer records.

To Edit a Customer:

1. Click on the three dots (•••) next to the customer’s name.

2. Select Edit Customer from the dropdown menu.

   
3. Modify the Customer Details.

4. Click the Save Changes button.

   
5. Click OK to confirm or Cancel if you do not want to proceed with the changes.

   

To Delete Customer:

1. Click on the three dots (•••) located at the end of the customer’s row.

2. Select Delete Customer from the dropdown menu.

   

   Alternative Method:

   1. Click on the three dots (•••) next to the customer’s name.

   2. Select Edit Customer from the dropdown menu.

   3. In the Edit Customer view, you will find the Delete Customer button located at the end of the customer details section.

3. Click Delete to confirm or Cancel if you do not wish to proceed.

   

To Merge Customers:

1. Select the customers to merge.

   Note:

   You can only select 2 customers to merge at a time. Ensure you have selected the correct customers before proceeding with the merge.

2. Click the Merge Customers button at the bottom of the screen.

   
3. A pop-up window titled "Choose main customer" will appear. Select the main customer you want to keep from the options presented. This will retain their name, details, and avatar.

4. After selecting the main customer, click the Proceed with merge button to finalize the action.

   

To Export Customers:

1. Click the three dots (•••) next to the + Add Customer button.

2. Select Export customers.

   

The customer data will be exported automatically in XLSX format.