Managing a Customer Record

• Find the customer card in the dashboard.

• Click on the Edit button.

• Update the details as needed (name, contact, notes, etc.).

• Save to apply changes.

Activating or Deactivating a Customer

• Deactivate – Temporarily disables a customer without deleting them.

• Activate – Re-enables a previously deactivated customer.

This allows flexibility in handling inactive or archived clients.

Deleting a Customer

If a customer is no longer needed:

1. Click the Delete button on the customer card.

2. A confirmation popup will appear: “Are you sure you want to delete this customer? This action cannot be undone.”

3. Confirm deletion to remove the record permanently.