Help Center
Help Center
GANTT Timeline
GANTT TimelineZoom in and Zoom outCurrent time on the GANTT TimelineSearch function on GANTT TimelineUnschedule an order item from the GANTT TimelineMove a job from one workstation to anotherSplit a process step job in the GANTT TimelineBulldozerAdd a quick note to a process step
Capacities
Jobs
Workstations
Job Rules
Glosary
GLOSSARY
Products
How to Create a New Product
New Orders
How to create a new orderHow to edit an orderHow to archive an orderHow to filter an order
Customers
Add a new CustomerHow to edit a customerHow to delete a customer
Personnel Registry
Add a new employee to the Personnel RegistryEdit an employee on the Personnel RegistryDelete an employee from the Personnel Registry
Tools
How to add ToolsHow to add maintenance to a tool How to add a workstation to a specific tool
Employee Group
Create a new Employee GroupHow to edit a Employee GroupHow to delete a new Employee GroupAdd a new Employee to a GroupDelete an Employee from a Group
Process Steps
How to add a new process step How to delete a process step How to edit a process step Process Step Completion Degree
Order Items
How to create a new Order ItemHow to edit an Order Item
Workstations
What is a workstation?How to add a new workstationHow to delete a workstationHow to add a group to a workstationWhat is a workstation exception?Add maintenance to a workstation
Users
How to add a new UserHow to edit a userHow to delete a user
Personnel Scheduling
Personnel Scheduling
Shift Scheduling
Shift Scheduling
Api / Integration
Integration tutorial

How to edit a customer

If you need to update the information of an existing customer:

  • Go to Resources and select Customers.
  • Next, in the customer panel, click the pencil icon on the right of the customer you want to edit.
  • On the next panel, write the new information you wish to update.
     
  • Finally, click Save.
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