Before you start
You can access and edit customer details from either the Customers tab or the Contracts tab in the left navigation bar
Steps to add/edit profile details
Click the Customers or Contracts tab in the left navigation bar
Locate a customer by entering the customer’s name in the search bar in the Customers pane. You can also click either the left navigation arrow or the right navigation arrow on the bottom right to locate a customer
Click any of the customer details highlighted in blue. In the Contracts pane, click only the name of the customer whose details you want to edit. This action will open the Customer Details pane
The Overview tab includes customer, insurance, and payment information, as well as a notes section in which you can add information not included in the other three sections
Navigate to any section in the Customer Details pane and tap the upper-right link highlighted in blue. This action allows you to edit the details in each section
Make your additions/edits and click Save