Adapt with Ease: Updating Customer Information in Cigo Tracker's Route Plan
Locate the Customer: Start by accessing the route plan where you want to change a specific customer. Locate the customer entry within the plan that you wish to modify.
Access Customer Profile: Look for a small arrow icon at the customer field’s top right corner in the customer entry. Click on this arrow icon to access the customer profile options.
Select Update: Within the customer profile options, you’ll see an option labelled “Update.” Click on this option to initiate updating the customer’s details.
Make Necessary Changes: A window displaying the customer’s current details will appear. Make the necessary changes to the information you want to update, such as name, contact information, or address.
Save Changes: After making the required changes, save them by selecting the “Save” button or a similar confirmation option, depending on the interface.