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AysOps Help

Edit a customer

What this does

Section titled “What this does”

Changes a customer’s name, company, email, phone, primary address, or how soon they count as “quiet”.

Before you start

Section titled “Before you start”

You need permission to manage customers.

Steps

Section titled “Steps”
  1. Open the customer (Customers → click the name) and click Edit at the top right.

The Edit customer form

  1. Change any of: Name (required), Company, Email, Phone.
  2. Flag as quiet after: how long without contact before this customer shows as quiet on your dashboard:
    • Use the default (the number of days set for the whole business, for example 60),
    • A custom number of days for this customer, or
    • Never — don’t flag this customer.
  3. Primary address: change the Type or any address line. Other addresses are managed on the Overview tab.
  4. Click Save changes.

What happens next

Section titled “What happens next”

You’re taken back to the customer’s page with the new details. “Updated customer” is recorded in their Notes & Actions history.

If something goes wrong

Section titled “If something goes wrong”
  • “Someone else changed this while you were editing it. Reload to see their changes, then try again.”: another person saved this customer while you were editing. Reload the page, then make your change again, so you don’t overwrite theirs.
  • To add a second address, use Add another address on the Overview tab instead.
Section titled “Related articles”

Addresses your customer changed themselves

Section titled “Addresses your customer changed themselves”

If you have the Customer Portal and a customer changes or removes one of their addresses, the old one is kept as history, not deleted. It no longer appears in the list here; you can see it on the customer’s page under Customer portal → Changed by the customer.