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.
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Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.