Who This Is For
Role requirements for this guide
Anyone who can see a customer can edit that customer's details. You can edit or delete the notes you wrote. Owners, admins and managers can edit or delete anyone's notes, and they are the only ones who can archive or restore a customer.
What You'll Accomplish
Keep customer records right
You will fix a note on a customer's timeline, delete a note that was added by mistake, correct a customer's name, email, phone, address or notes, archive a customer, bring them back from the Archived view, and look back at every change.
Step-by-Step Walkthrough
Four things you can do on a customer
Edit or delete a note
Open a customer and click the note on the timeline to open it. Click Actions, then Edit to change the text or the date. Save with the Save button.
To remove a note, open it and click Actions, then Delete note, and confirm. The note leaves the timeline, and your team can still read what it said in the change history.
If someone else saved the same note while you were editing, you see their version and keep your text, so you can choose which one stays.
Edit a customer's details
On the customer's page, click Edit details to change the name, email, phone, address or notes, then save.
Archive or restore
Click More, then Archive customer, and confirm. The customer leaves your customer list and dashboards. Nothing is erased.
To bring them back, open the Archived view on Customers, open the customer, and click Restore.
See what changed
On the customer's page, open Change history to see every edit, deleted note, archive and restore, with who made it and when.
Pro Tip
Archive instead of starting over
Tip