Update Customer Information

Update Customer Information

Should you need to amend the information stored against a customer, you can do that from within the customer page on AGG SMART.

Navigate to the customer in question in the Customers / Quotes section, and then click on Edit Customer (1). This will open a pane on the right hand side of the screen where you can edit all of the information stored against the customer (2). Once you are finished, click on Update Customer (3) from the bottom of the pane.

You can also delete a customer that has been added in error. However, if there are any jobs or quotes saved against the customer, you will be unable to delete it.


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