Before you start
- You can open the customer record that needs to be fixed.
What you’ll do
Keep the record customers are billed and messaged from accurate. Email and phone changes matter most: every invoice, reminder, and portal invite goes to whatever is on the record at send time.
Do this
- 1
Customers → Customer List → expand the card → Edit customer
Or search the name with Ctrl+K and open the record.
- 2
Change what you need
Name, email, phone, company, primary address, notes, and Active or Inactive status. Additional service locations are managed under Manage customer locations.
- 3
Save
Changes apply to new documents. Sent quotes and invoices keep the details they were sent with; resend them if the customer needs the new address on paper. Contact changes sync to QuickBooks if connected.
Inactive customers
Set a customer Inactive rather than deleting. They keep their history, drop out of the Active list and broadcasts, and can be reactivated from the Inactive tab.
Did this solve your problem?
Contact Zentive support
Tell us what happened and what you have already tried. We will include this article so you do not have to start over.