How can I edit or delete a customer from the Directory?

You can edit customer details in your Directory:

1.       Select Sales → Customer Directory.

2.       Find the customer you would like to edit and tap the three-dot-menu to the right.

3.       Select Edit from the drop-down menu.

4.       The editor will open pre-populated with last saved values.

5.       Make any changes to customer details and click Save.

In order to delete a record from the Directory:

1.       Select Sales → Customer Directory.

2.       Find the customer you would like to edit and tap the three-dot-menu to the right.

3.       Select Delete from the drop-down menu.