Edit or Delete a Customer

✏️ Edit or Delete a Customer

Update a member’s name or birthday, save a note, or delete the profile after a confirm prompt — only if the staff role allows it.

📝 Steps

1. Open CRM, search or scroll, and tap the member card so the profile opens on the right.
2. Tap the purple edit icon (top right of the name). The Edit Customer dialog opens.
3. Change Name or Birthday. Phone cannot be changed after create. Email is locked if a value is already stored.
4. Tap the green check. You should see Save Success.
5. To keep a remark, open the Note tab, type in Leave Note Here, then tap Save Note.
6. To remove the member, tap the red Delete bar at the bottom. Confirm Do you want to delete this customer? with Confirm, or Cancel to keep them.
7. After delete you should see Delete Successfully, and the list refreshes with no one selected.
8. If edit or delete does nothing, a manager must open MANAGEMENT → System Setup → Role Management and enable CRM Edit Customer / CRM Delete Customer on that staff role (and CRM Add Customer if they also create members). The role also needs the CRM route to see the sidebar.

💡 Tip: Phone stays unique and read-only on edit — you cannot “fix” a duplicate by changing the number later. Create the correct phone as a new member instead. Staff without the matching permission get no error; the control simply does not run.

🎬 Video Guide