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  • How to edit customer detailsĀ 

How to edit customer detailsĀ 

Clockdiary allows you to edit client details in just two simple steps. You can easily update key information like:

  • Customer Name
  • Email Address
  • Phone Number
  • Physical Address

Keeping client data accurate and up-to-date is quick and hassle-free.

Follow these steps to edit client details:

Step 1:  Click on Customers from the sidebar menu to edit customer details.

Customers

Step 2: All Customer details will be displayed in a tabular manner.

View Customers

Step 3: Click on the edit icon under the actions menu adjacent to the customers’ details you want to edit. 

Edit Customer

Step 4: Edit customer details like name, email, phone or address and click on the Save button to save all changes.

Save Customer

Step 5: A pop-up notification at the bottom right will notify you about the completion of the update. 

Customer Saved

 If you still have any queries, please email us at support@clockdiary.com.

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How to view customer detailsĀ How to archive customer details
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