# Edit Customer Details

Canonical: https://selio.io/en/support-center/edit-customer-details
Language: en
Category: Customer Directory
Reviewed by: Selio Support Team
Last updated: 2026-05-15
Summary: Learn how owners and managers edit customer details in Selio Customer Directory and keep profiles accurate across the business.
Topics: #edit-customer, #customer-details, #customer-profile, #data-quality

## Summary
Edit customer details from the Customer Directory screen so the profile stays accurate across the business.

## Before you begin
- Open the correct customer profile before changing any details
- Confirm your role has permission to edit customer records
- Check whether you are working in Manager or Restaurant App, because permissions can differ
- Review the updated information before saving

### Editable customer details
Validated editable fields include first name, last name, phone, email, company, CUI/VAT, address, birthday, tags, notes, loyalty data, and fiscal data.

Edits apply globally across the business. Customer profile deletion, archiving, merging, restore, and change audit history are not part of this flow.

## Steps
1. Open the customer profile in Customer Directory.
2. Review the current customer details.
3. Edit the fields that need to be corrected.
4. Save or update the profile.
5. Confirm the changed information is visible in the customer record.

## Troubleshooting
- **Email or phone needs correction:** These fields can be edited directly when your role has edit access.
- **The profile cannot be saved:** Selio blocks saving when required data is incomplete or invalid.
- **The edit action is unavailable:** Your permissions may not allow customer detail changes in the current app area.
- **Saving fails:** Selio shows an error; review the entered data and retry.
- **A profile needs to be removed or merged:** This article does not cover delete, archive, merge, or restore actions.

## Related context

- [Find a Customer](https://selio.io/en/support-center/find-a-customer)
- [Create a Customer Profile](https://selio.io/en/support-center/create-a-customer-profile)
- [Add Customer Notes](https://selio.io/en/support-center/add-customer-notes)
- [View Customer Activity](https://selio.io/en/support-center/view-customer-activity)
- [Customers](https://selio.io/en/support-center/customers)
