Have eit customer button vs the little edit pen or pencil. | Voters

Have eit customer button vs the little edit pen or pencil.

Larry Newman

I have too may managers calling me asking how to edit a customers name or capitalization. I have to tell them to click on the little pen or pencil that pops up next to customer phone or email. The implication is that clicking those would be to edit the custoer phone or email...NOT take you to the edit customer info page.

Shelby Parker

Thanks for flagging this, Larry Newman — I can totally see how the little pencil/pen icon could be misleading and create extra back-and-forth for your managers. Really appreciate you sharing the context here; I’m passing this along to the team so we can review options (like a clearer “Edit customer” button) and we’ll follow up if we need any additional details.