After adding a customer to your dashboard, you can update their information or archive their file through their customer profile.
Editing a Customer
To update an existing customer's information, navigate to your customer dashboard list. From there, enter their name into the search bar or find the customer by scrolling through your list. When you click on their name, you will be re-directed into their profile.
Click on the pencil icons across each section to update their information. When complete, click Save within each information box to confirm your changes.
Archiving a Customer
You can also archive a customer from their profile. Scroll to the bottom of the profile page and click Archive this Customer. A pop-up box will appear asking you to confirm or giving you the option to cancel the action.
Once you click archive, the customer will be removed from your customer list.