Home Customer Management How to edit an existing customer.

How to edit an existing customer.

Last updated on Sep 09, 2026

Step 1: Open the Customers Module

Step 2: Select the Customer name

Step 3: Open the Customer Profile

Step 4: Select Edit Customer

Step 5: Update Customer Biodata
Detailed explanation of each editable field.

Step 6: Update Documents

Detailed upload/replacement instructions.

Step 7: Update Bank Details

Detailed explanation of the banking information.

Step 8: Save the changes

What happens after selecting Save/Update.

Step 9: Verify the Updated Information.