Edit Customers

Documentation Index

Fetch the complete documentation index at: https://support.rotapad.com/llms.txt

Use this file to discover all available pages before exploring further.

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Managing Customers

Update customer information, view their homes, and manage their status.

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View Customer List

Navigate to Customers to see all your customer profiles. The list shows:

• Customer name
• Number of homes
• Active/inactive status
• Recent activity

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Edit Customer Details

1. Click on a customer from the list
2. Update any information:
   • Name
   • Address
   • Contact details
3. Click Save

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View Customer Homes

From the customer detail page:

1. Click the Homes tab
2. See all locations associated with this customer
3. Click on a home to edit its details

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Deactivate Customer

To mark a customer as inactive:

1. Open the customer profile
2. Toggle Active status to off
3. Save changes

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Search and Filter

Use the search bar to:

• Find customers by name
• Filter by active/inactive status
• Sort by most recent activity