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How to Edit Customer Profiles & Phone Numbers

Updated over 2 months ago

Quick guidde

Enhance your customer database management skills by learning how to efficiently modify customer profiles and phone numbers in Oneshopretail

1. Click "Clients"

Navigate to the Clients section.

Click 'Clients'

2. Click "Search Clients"

Access the Search Clients function.

Click 'Search Clients'

3. Click "Customer Name"

Select the Customer Name you wish to edit.

Click 'Customer Name'

4. Search for your customer

Fill in "Matt"

Search for your customer

5. Click "OK"

Confirm your selection by clicking "OK".

Click 'OK'

6. Click "Confirm"

Proceed by clicking on "Confirm".

Click 'Confirm'

7. Click the Customer Name

Select the "MC" option.

Click the Customer Name

8. Click the 3 dots in the top right corner

Click on the specified location.

Click the 3 dots in the top right corner

9. Click "Edit"

Choose the "Edit" option.

Click 'Edit'

10. Delete the wrong number

Click on the indicated area.

Delete the wrong number

11. Click "OK"

Finalize changes by clicking "OK".

Click 'OK'

12. Click "Save"

Save the edited customer profile.

Click 'Save'

13. Click "CLOSE"

Close the profile editing window.

Click 'CLOSE'

This guide elucidated the process of editing customer profiles and phone numbers in Oneshopretail. By following these clear instructions, you can confidently navigate the application to update customer details with ease.

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