Editing a Customer Record

Editing a Customer Record

To edit a Customer Record, double-click on a customer from the main Customer window. Alternatively, right-click on a customer and select Edit Customer…. This will open a new Edit Customer window. There are 6 tabs in this window and each tab is explained below.

Customer Details Tab

Enter the details you would like to keep on record for the customer and click OK to accept and confirm the changes.

  • Each field has a label next to it which describes what data can be stored in that particular field. At the very minimum, Easify requires you to enter a First Name, Surname or Company Name.
  • Subscribe to Newsletter (Optional): Check this box to confirm if a customer is subscribed to your newsletter. Please note that this is only for your reference in Easify and is not designed to integrate directly with bulk email services or applications.
  • Relationship (Optional): Select a relationship to describe the customer's relationship to your business.
  • Type (Optional): Choose from Commercial, Domestic, Government or Not Known. New types can be created and added via the Tools Options Customer Customer Types tab.
  • This button appears next to a phone number.
    You can set up your phone system to dial a customer's phone number by simply clicking on the button. This can be set up on the Tools Options Customers Phone Dialling tab.
  • This button appears next to a post code.
    It will be enabled if you have purchased our postcode lookup product. Clicking on this button will automatically fill in the customer's address based on the post code.
  • This button appears next to an email address.
    If you have enabled Microsoft Outlook integration (via the Tools Options General Document Management tab) then this button can be clicked to automatically open a new email in Outlook with the 'To:' field populated with the customer's email address.

Delivery Address Tab

On this tab you can store a delivery address for the customer.

  • Copy From Customer Details button: Pressing this button will use the information entered in the Customer Details tab to automatically populate the fields on this tab.
  • This button appears next to a phone number.
    You can set up your phone system to dial a customer's phone number by simply clicking on the button. This can be set up on the Tools Options Customers Phone Dialling tab.
  • This button appears next to a post code.
    It will be enabled if you have purchased our postcode lookup product. Clicking on this button will automatically fill in the customer's address based on the post code.
  • This button appears next to an email address.
    If you have enabled Microsoft Outlook integration (on the Tools Options General Document Management tab) then this button can be clicked to automatically open a new email in Outlook with the 'To:' field populated with the customer's email address.

Account Tab

Each customer in Easify can have their own account terms which can be managed on this tab.

  • Default Payment Terms: Choose from the defaults or create your own ones on the Tools Options Finance Payment Terms tab.
  • Credit Limit: This is used to set a limit on how much the customer can purchase “On account” when using the POS. However an order will only show on a customer's account once it has been invoiced. It also determines whether payments are shown as Overdue when printing customer statements.
    Example: If a customer has a credit limit of £1000 and they have 30 Days payment terms with you, and they purchase £1500 of goods on account, their statement will show that they actually owe £500 now because they are £500 over their credit limit.
  • Available Balance: Shows how much of the customer's Credit Limit they have available to spend.
  • Discount: Enter a percentage value to automatically apply a blanket discount to every order that is raised for this customer.
  • Trade Account checkbox: If this box is checked then any products you add to an order for this customer will be automatically added and sold at Trade Price. Please see our Product Pricing support article for more information.

Notes Tab

Enter arbitrary text on this tab to add notes to a customer record, and click OK to save your notes to this tab.

Loyalty Cards Tab

To be able to use this feature, you first need to enable Loyalty Points on the Tools Options Products Loyalty Points tab. Please see our Earning Loyalty Points article for details of how to utilise this tab.

Product History Tab

Details of the customer's previously purchased products are displayed on this tab.
First select a date range, then click the Search (binoculars) icon to load the requested data.


  • View the Product History tab in a new window.
  • Once you have set a From and To date range, click this icon to load the data.
  • Shortcuts to set date range to last day, week, month, year or all time.
  • Exports the current view to a .csv file.
  • Select which columns to display in addition to, or instead of, the default columns.

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