Updating a Customers Information

  1. Home
  2. Knowledge Base
  3. The Basics
  4. Updating a Customers Information

This post will show you how to edit a single customer of a selected Business

1) Log into your account

2) Click on the Business you would like to update the customer from.

pick a business

3) Click on the Customer’s name.

click on customer name

4) You can edit the customers name and email. However, review and feedback content as well as the star rating cannot be edited to assure the integrity of ReviewAbility itself.

customer details

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Optional: Adding Notes to a Customer Record

The ‘Edit Customer” screen also has a “Customer Notes” box allowing you to enter memo’s and other notes for the customer. This information is only visible to you and an “User” that may have access to the business. The text entered into the notes box will at no point become available to the public or become part of the review.

customer notes

P.S. Don’t forget to click the “Save” button after adding a note.

Related Articles