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Edit a Customer

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This article explains how to edit a customer, and describes the customer form fields in MaintainX®.

Edit a Customer​

  1. From the sidebar, select Customers.
  2. Select the customer you want to edit.
  3. On the customer details page, select (more options), then select Edit.
  4. In the customer form, edit the fields as needed. See Customer Form Fields for details.
  5. When you're finished editing the customer, select Update.

The customer is updated.

Customer Form Fields​

Customer form fields define a customer's properties. The following table describes each of the fields in the New Customer/Edit Customer form.

FieldDescription
NameThe name of the customer. It can be up to 255 characters long.

You can't create a customer without a name.
Upload Thumbnail
Web only		Opens a file browser where you can choose a thumbnail image to upload for the customer. Typically this is the customer's logo.

For best results, a logo should meet the following criteria:

  • Format: JPG or GIF
  • Aspect ratio: 1:1 (square)
  • Maximum size: 500 x 500 pixels
Add or take pictures
Mobile only		Add pictures associated with the customer. Typically this is where you add the customer's logo, but you can add other pictures as well.

You can take photos with your device’s camera, or choose existing photos or pictures on the device.

By default, MaintainX® uses the first picture you upload as the customer's thumbnail image in the Customer module views. If you add more than one picture, you can choose which one to use as the thumbnail.

For best results, a logo should meet the following criteria:

  • Format: JPG or GIF
  • Aspect ratio: 1:1 (square)
  • Maximum size: 500 x 500 pixels
Add NotesNotes you enter here can be up to 4096 characters long (roughly 500-700 words).

Make sure to include all relevant details about the customer.
LocationsThe customer locations defined in the Locations module. These locations are typically where your team performs work for the customer.

If you don't select an existing location, MaintainX creates a default location called <CUSTOMER NAME>'s Site.
ContactsA list of your contacts in the customer's organization.

Select Add Customer Contacts (web)/Add Contacts (mobile) to start adding contacts for the customer.

For more information, see Manage Customer Contacts.
FilesAttach files to the customer.

In the mobile application, you can choose existing files or photos on your device.

In the web application, you can choose any files or photos on your computer.