Editing Customer Information

Editing Customer Information

Customer information changes — people move, get new phone numbers, or update their email. Here is how to update a customer record in CloudFFL.

Step by Step

1. Find the customer by searching in Contacts or Sales → Customers.
2. Click on their name to open their record.
3. Click directly on the field you want to change (name, address, phone, etc.).
4. Type the new information.
5. The changes save automatically, or click Save if prompted.

Adding Notes

The Internal Notes tab on a contact is a great place to store information about the customer that does not fit in a standard field. For example:

• "Prefers to be called Mike"
• "Always asks about 1911 pistols"
• "Needs to pick up layaway by March 15"

The Chatter (History Log)

At the bottom of every contact record, you will see the chatter — a timeline that shows:

• Notes you or other staff have written
• Emails sent to or from this customer
• Changes to the record (who changed what and when)

You can type a note in the chatter and it will be saved with a timestamp and your name. This is useful for logging phone calls or special requests.