Editing Customer Details

This article explains how to make changes to customer details.

1. Log in to the back office, navigate to the Customer Module and choose a customer.

2. Click the 'Take Action' button and then 'View' from the dropdown.

3. The Customer Details page opens. Click on the three-dotted button and choose the 'Edit' button from the list.

3. The 'Edit Customer' Modal opens. Update the customer details. Then, click the 'Save Customer' button to register the changes.

3. A toast notification opens at the bottom of the screen, confirming the changes made to the customer details.

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.