## ✏️ 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.

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## 🎬 Video Guide

[Watch Demo Video](https://support.agenteehq.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBaEVEIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--2a105275134da6c8eee830624ab9be854ab5f674/edit-or-delete-customer-EN.mp4)