Adding & Editing Customers
Creating a customer
Section titled “Creating a customer”Tap the + button on the Customers list page to open the create customer sheet.
Required fields:
- First name — The customer’s first name
Optional fields available during creation:
- Last name
- Contact type (Customer, Vendor, or Lead)
- Additional details can be added after creation
Editing a customer
Section titled “Editing a customer”Tap the edit button (pencil icon) on the customer detail page. The edit page uses a sectioned layout:
Inline fields
Section titled “Inline fields”- First name and Last name
- Date of birth
- Contact type
- Employee — Assign a staff member as the primary contact
- Tags — Select from existing tags or create new ones
Section sub-pages
Section titled “Section sub-pages”Each section navigates to a dedicated editing page (saves on back):
- Phone numbers — Add, edit, remove phone numbers
- Email addresses — Add, edit, remove emails
- Address — Edit street, city, postal code, country
Discard protection
Section titled “Discard protection”The edit page uses PopScope to prevent accidental data loss. If you’ve made changes and try to navigate away, a confirmation dialog asks whether to discard or continue editing.
Error handling
Section titled “Error handling”Common errors are surfaced as snackbar notifications:
- Authentication errors
- Customer not found
- Validation failures