How to Edit Customer Details?

Customers

Edit customer details when a name, phone number, WhatsApp number, email address, tag, or other customer information needs to be corrected. Keeping customer records accurate helps UpBlick send messages to the right person and report activity under the correct location.

Step 1: Open Customers

From the UpBlick sidebar, select Customers. Confirm that the correct location is selected before searching for the customer.

Step 2: Find the customer

Use the customer list, search field, or filters to find the customer. You can usually search by details such as name, phone number, WhatsApp number, or email address.

Step 3: Open the customer record

Select the customer name or the available action for that row to open the customer record. If you manage many locations, make sure you are editing the customer under the correct location.

Step 4: Update the details

Update only the fields that need to change. Depending on your account setup, editable customer fields may include:

• Title and customer name.
• Phone code and mobile number.
• WhatsApp number.
• Email address.
• Tags or customer grouping details.
• Status, notes, or other available customer information.

Step 5: Review consent and communication preferences

If you update a phone number, WhatsApp number, or email address, confirm that the customer has agreed to be contacted through that channel. Do not use outdated or unverified contact details for review requests or business communication.

Step 6: Save changes

Select Save Changes or the available save option. After saving, return to the customer list and search for the customer again if you want to confirm the update.

When to edit a customer

• The customer name is misspelled.
• The phone code or phone number is incorrect.
• The WhatsApp number has changed.
• The email address is outdated or entered incorrectly.
• You want to add or clean up tags for segmentation.
• You need to correct details before sending a review request.

Tips

• Search carefully before editing so you update the correct customer.
• Keep customer names readable because message templates may use them.
• Use standard tag names instead of creating many similar tags.
• Do not replace one customer’s information with another person’s details.
• Check review request history before resending messages after an edit.

Troubleshooting

Frequently asked questions

Can I edit a customer after sending a review request?

Yes. Updating the customer record helps future communication, but it may not change a request that has already been sent.

Can I change the customer’s location?

If your account provides a location field or move option, update it carefully. If not, recreate the customer under the correct location and avoid sending messages from the wrong branch.

Will editing a customer automatically send a review request?

No. Editing customer details does not automatically send a review request unless you choose a separate send-request action.