Editing Customer details

Editing Customer Details

Customer details can be updated in JRNY Ops if there are changes or corrections required (for example, contact information, email address, or account information).

Steps to Edit Customer Details

1. Navigate to the Accounts submodule from the left panel.
2. Locate the customer whose details need to be updated.
3. Click the Action button and select Edit Account from the dropdown menu.
4. The Edit Account page will open. Update the necessary fields.
5. Click Save Changes to apply the updates.

A green notification will appear at the bottom of the screen confirming that the changes have been saved successfully.

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.