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How Do I Add A Phone Number To A Customer Record?
How Do I Add A Phone Number To A Customer Record?

Adding (or editing) a phone number on a customer record.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Adding/editing a phone number for a customer is easy!


FROM THE WEB APP

Step 1: Go to the 'Client' menu

Step 2: Click on a customer to edit.

Step 3: Click on the contact you want to edit.

Step 4: Click 'New Phone' or the 'Edit' icon.

Step 5: Done.


FROM THE MOBILE APP

Step 1: Tap on Menu > Clients > Select a customer to edit.

Step 2: Tap on the contact name you want to edit.

Step 3: Tap 'New Phone'
โ€‹Step 4: Optional: Tap an existing phone number to edit it.

Step 5: Done


โ€‹

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