View/Edit/Delete Customers

View/Edit/Delete Customers

1. After entering and saving customer information, you will be automatically directed to the "Customers" page. Alternatively, you can visit the customer list directly by clicking on "Contacts" in the side Navigation bar. 
   
   
   
   
   
2. To view or edit a customer's data, double-click on the customer's name. This will take you to the customer's details page. 
   
   
   
   
3. The customer details page allows you to both review and update customer data. For viewing data, simply navigate through the form. For updating any information, click on the field you want to modify and make the desired changes. After making changes, click on the "Save" button to confirm the updates.
   
   
4. If you wish to delete a customer from the "Customers" list, locate the customer and click on the "Delete" icon.

    
   
   

   Note: that if a message appears indicating that you are unable to delete the customer, it's likely because there are invoices related to that customer. 
   
   
   

   
   

   
   By following these steps, you can effectively view, edit, and manage customer data in your software.