How can you edit the details of an existing customer?

Editing the details of an existing customer is accomplished by selecting the customer's name and then choosing the Edit option. This process allows users to directly manipulate the customer's information in a streamlined manner, facilitating immediate updates without needing to exit the customer profile.

By selecting Edit, users can modify pertinent details such as the customer's name, address, contact information, and any other relevant fields. This method is efficient and intuitive, aligning with user experience best practices, allowing for a quick and effective way to manage customer records.

The other approaches can introduce unnecessary complexity or complications. For instance, contacting support often delays the update process, as it requires assistance from a third party rather than allowing for immediate self-service. Deleting and re-entering a customer's information is not only time-consuming but also risks losing existing transaction history and customizations associated with that customer profile. Using the Customer Overview panel might offer insights but does not provide the straightforward editing functionality needed to amend existing details effectively.