This guide is intended for users who need to update the data of an existing customer within the management system.

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Guide: Modify the Data of an Existing Customer

This procedure allows you to update personal, contact, billing, and login information for a customer already registered.

Step-by-Step Procedure

1. Find the Customer

1. Access the "Clients" (or "Client Management") section of the control panel. The main list of customers will be displayed.

2. Locate the customer you want to modify using the table columns (for example, First Name, Last Name, Email).

3. Click on the customer's name or on the associated edit action (usually represented by a pencil icon or by the customer's name itself) to open the edit screen.

2. Modify Personal and Contact Data

Once the edit screen is open, you will be in the main section titled Personal Data.

1. Update Customer Data: Edit the necessary fields under the header Customer Data:

• First Name
• Last Name
• Date of Birth
• Gender

2. Update Contacts: Edit the contact fields:

• Email
• Landline Phone
• Mobile Phone
• Website

3. Update Primary Address: Modify address information (city, region, postal code, etc.) in the section below.

4. Manage Newsletter: If needed, change newsletter subscription status:

• Use the selector Newsletter Lists to add or remove the customer from specific lists.
• Use the checkbox Newsletter Subscription (Enable newsletter subscription) to activate or deactivate general subscription.

5. Update Other Details: If necessary, upload a new User Photo, or modify Source or preferred Language.

3. Modify Billing and Shipping Data

1. Click Next (or navigate to the next wizard section) to go to the Billing Data section.

2. Update all billing-related fields (Company name, VAT number, Tax Code, Billing address, etc.).

3. Click Next to proceed to the Shipping Data section.

4. Update shipping address fields if different from billing.

4. Manage Login Credentials (Optional)

1. Click Next to go to the Login section.

2. Enable Login: To allow customer access, make sure that the box labeled Enable Login is checked.

3. Change Password: If you need to change the customer's password, enter the new password in both the Password and Confirm Password fields.

• Note: If the Password field is left empty, the existing password will not be changed.

4. Confirm Email: If the customer has confirmed their email, ensure that the box labeled Email confirmed is checked.

5. Assign Tags and Internal Notes

These fields are usually located in the right sidebar of the edit screen:

1. Tags: Use the Tags section to assign or remove specific tags for the customer.

2. Internal Notes: Use the Internal Notes section to add or modify notes visible only internally.

6. Save Changes

1. After completing all modifications in various sections, click on Save (or Finish, depending on wizard configuration) to apply changes.

You will receive a confirmation notification upon saving. If there are errors (for example, "The indicated email is already in use" or "The entered passwords must match!"), the system will alert you and you must correct data before saving successfully.