Minimum Version Required: 21.01
Pre-Conditions
*Required Permission - CustomerMobileEdit
Steps
From the Customers Dashboard
1. Tap Customers from the home screen
2. Search for and tap the customer.
3. In the menu, tap Customer Information.
4. Tap the edit icon in the top right
5. Tap each editable text box to update the customer's information.
6. When finished editing, tap the checkmark to save the changes.
From My Day
1. Tap 'My Day'
2. Tap a Customer Event
3. Tap the hamburger icon to expand the navigation menu.
4. Tap Customer Information
5. Tap the edit icon in the top right
6. Tap each editable text box to update the customer's information.
7. When finished editing, tap the checkmark to save the changes.