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How to View, Edit or Delete a Customer's Profile Information
How to View, Edit or Delete a Customer's Profile Information

How to edit a customer's information or add information to a customer's profile.

Maria Dorian avatar
Written by Maria Dorian
Updated over 4 months ago
  • From your ZenMaid dashboard, go to Contacts > All Contacts.

  • Using the search bar, find the customer.

  • Identify the correct customer from the search results then click on his/her name.

  • From the customer profile, click on the Actions button on top and click Edit.

  • Scroll through the page and click on the sub-sections (Location Details and Notes & Other Information tabs) to see what information you can add, edit, or delete.

  • Click Save Changes once you're done with your changes.


Keywords:
view customer information, edit customer information, delete customer information, view customer data, edit customer data, delete customer data

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