Customer Summary

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    You can view and edit your customers' General info on the Summary tab including name, email address, and password. 

    If you have enabled additional user fields, the fields and data collected will also be visible on the customer Summary.

    To view and edit customer details:

    -Navigate to the Customers tab

    -Search for the customer by name or email

    -Click on their name or the three dots and select Show to see the detailed customer view

    Edit_Customer.png

    -Summary will open with options to edit: name, email address, and password

    -Click Save to apply your edit

    Summary.png

     

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