Edit customer name in Customer View

We’ve added the option where you can edit the customer’s name is Customer View in 1 quick step so you can identify the customer in your dashboard more accurately or even customize it.


Step by step guide:

  • Go to Customer View from the left hand navigation.

  • Click on the customer that you want to edit.

  • Click on “Edit customer details” at the top right underneath their name.

  • Type the new name in the Customer name field and then click Save customer details.

🔎 Want to find out more about Customer View? Click on our helpful guide here.