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How to modify the information in a customer file?
How to modify the information in a customer file?

Find out how to modify the information in a customer file.

Bernard Genois avatar
Written by Bernard Genois
Updated over a week ago

It can happen that there are errors in the customer files, for example if an e-mail was incorrectly entered in your system or CSV file. It is possible to modify customer files on InputKit, find out how in this guide!

Go to the customer file

To access the customer's file, click on the "Customers" tab in the left-hand menu and enter the customer's name or email in the search bar to quickly find their file.

💡If you have multiple customers with the same name like the example above, it's best to search by email/cell phone number to narrow your search to find the right record quickly.

Modify the customer file

To modify the file, click on the customer's name. A window will open to allow you to modify the information:

Once the changes have been made, click "Save" to save the changes.


Do not hesitate to write to us on the chat if you have any question.

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