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Add or amend a customer reference

Adding or amending a customer reference.

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Written by Gemma Langley
Updated today

To add or amend your customer's reference, follow the steps below:

  1. Within the CUSTOMERS tab, find the customer by searching any of the fields.

  2. Click View Customer the eye icon. This opens the customer's PROFILE.

  3. Add a new reference or amend the existing one as needed.

  4. Click SAVE to complete.

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