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Editing customers' information

Learn how to update and correct your contacts' information and keep your customer base up to date.

Updated over a year ago

In your Kyte app 📱

  1. Access the Customers menu

  2. Select the desired customer from the list

  3. Make the necessary changes

  4. Tap Save

    💡 All users have access to customers and can make changes to contacts, regardless of the permissions set by the account administrator.

On Kyte Web 💻

  1. Access the Customers menu

  2. Select the desired customer from the list

  3. Make the necessary changes

  4. Tap Save Changes

  5. If you need to update multiple contacts at once, use the spreadsheet update option

    💡 All users have access to customers and can make changes to contacts, regardless of the permissions set by the account admin.

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