Editing customer details
To edit the details of a particular customer, do the following -
- Click on the "Customers" tab.
- This will list all the customers that have been added.
- Select the specific customer for whom you want to edit the details.
- Click on the Edit Icon for editing the details.
- Do the required changes.
- Click on the "Save Customer" button, to save the changes.
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When I Click on the "Save Customer" button, to save the changes, the system tell ERROR (Customer Name ...........already Exist).
Hello
We are able to reproduce the error. The error message "Operation failed: Customer name already exists" will be displayed when you try to update a customer info which matches with another customer existing in your customer base.
Let me illustrate in detail. Lets consider the case that you are having a customer named as "Test" in Zoho CRM. You can import the customer to Zoho Invoice and you can find 2 customers with the name "Test" added in your customer base. When you try to edit a customer to include VAT details, the system wont allow you to save as there is already a customer with the same name. This is where you may see the error message.
Please check whether there is another customer record which has the same name as the record which you are trying to edit. Also please check the trash folder and empty the trash folder. Now try to change the name on one of the customer record. That should solve the issue.
Please get back to us in case of any query. We are here to serve you.
Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com