video1.0<iframe src="https://www.loom.com/embed/a082c613fe4344999e43c92759934320" frameborder="0" width="1880" height="1410" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14101880Loomhttps://www.loom.com14101880https://cdn.loom.com/sessions/thumbnails/a082c613fe4344999e43c92759934320-4f20a6cf3697b43a.gif112.47In this Loom I show you how to manage customer details from each customer profile. For example, you can click a customer like Billy Bob to see jobs in progress, then edit customer details. You must have a phone number or an email for every customer, and you cannot save if the contact info is removed. If the name on the calendar is not what you want, enter a company name to override producer first and last name. Also, you cannot save changes if duplicate profiles exist for the same contact info.