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Editing a Customer Record

When you look up a customer in CPMobile Customer Lookup, you can modify the customer's name, phone number, e-mail address, and other settings by following these steps:

1. While you are reviewing a customer record, tap the Edit button to display the Edit customer screen.

   

2. To modify the customer's Name, Phone number, or E-mail address, tap the corresponding field and edit the value.

Tap to clear the value from the selected field.

3. If you are using CustomerConnect, tap the Opt-out of marketing on/off switch to change the setting for the customer.

4. To change the category assigned to the customer, tap Category to display the Categories screen, and then tap the new category for the customer.

5. Tap the Save button to save the modified customer record.