This section shows how you can update a customer's profile.


Procedure

  1. On the home page, choose your location.
  2. If you don’t see your location in the top bar, open the sidebar by selecting the four dots icon located at the top-left corner of the screen, and then choose the location from the list.
  3. Open the sidebar by selecting the four dots icon. Then, select Customers.
  4. Use the search box to filter down the list of customers, and select the customer that you want to update.
  5. Timewise groups the customer's details in a number of section sections. On the Profile pane, find the section that contains the field that you want to update, and select the pencil icon located at the top right corner.
  6. Make the changes.
  7. When you've finished, select the Edit Customer button.