Edit a customer & manage its tabs

Lite+

Opens an existing customer to update their details, work through the Contacts, Notes and Documents tabs, and deactivate them when they’re no longer trading.

When to use

A customer changes their phone number or sales rep; you want to jot an internal note; or you want to retire an old account without deleting its history.

Step by step

A customer row, e.g. 'Ashburton Plains Developments' — 1. Open the customer by clicking their row in the list.

Customer header fields (Name, Trading As, Email, Phone, Sales Rep…) — 2. Update any detail here — the form is the same one you filled in when adding the customer.

Notes (tab) — 3. Use the Notes tab to record internal notes about this customer.

Documents (tab) — 4. Attach quotes, emails or other files under the Documents tab.

Contacts (tab) — 5. Manage who you deal with under Contacts — see the contacts help for detail.

Is Active (checkbox) — 6. Customers aren't deleted. To retire one, untick Is Active — their jobs and history stay intact.

Save (toolbar button) — 7. Save your changes. Save and Close returns you to the list.

Last updated on July 8, 2026

Add a customer Manage customer contacts