getting started

loans and savings

decision model

customers

payments

Pricing

disbursement

Reports

data security

Best Practices

General

Adjutor

Loan Channel

Configurable Services

USSD

Notes

Editing a customer’s details

Keeping your customer information up to date is very important for the smooth management of your lending business operations. 

To edit your customer’s details, follow the steps below:

  1.  Follow the steps here – in order to locate a user whose details you would like to edit.
  2.  Click on the more options (three dots) button beside the “Send Message” button.
  3. Select “Edit Customer Details”

       4. Edit the details you wish to edit in the modal and Click Submit

See also

On this page

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