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Customers move, change phone numbers and update their email address. This article shows you how to find a customer and edit their details so invoices, reminders and messages reach the right place.
1. Using the main search bar in Workshop Software, type in the name of the customer you want to make changes. Double click on the name in the search results:
2. Enter an additional information you want to add about the customer or change any of the information you have entered already. Once you have finished making the changes or additions click on the green 'Save' icon at the bottom right hand corner of the screen:
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a customer by name, phone number, or email address using the search bar.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
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