Editing
You can update:
Contact details
Address details
Billing details
Preferences
Notes
Active/archived status
What can’t be changed
Customer ID cannot be changed
Organisation and site are set at creation
Deleting customers
Only possible if the customer has no jobs
If deletion is required but jobs exist, contact support
Best practices
Keep phone/email current
Use notes for gate codes, access info, and site conditions
Archive inactive customers rather than deleting