How To View / Edit Customer Details

How do I view or edit customer details?

The left-hand menu is always on screen on a wide window. On a narrow one it collapses to icons — click the ☰ button in the top left to open it.

1. Choose Customers, then Customer List. You will see every customer with their contact details, and tabs for All, Draft, Invite sent, No orders, Active, Inactive and New requests.
2. Find the customer you want and open the actions control at the end of their row.
3. Choose Edit details, change what you need, and save.

Customers own their own primary details — company name and email address are changed by them, not by you. Everything else is yours to edit.