Recommended for: Owners, admins, managers, and staff Time to complete: 3 to 5 minutes
Accurate customer records make repeat orders, support, and phone-based service easier to manage.
When to Create or Update a Record
a new customer places an order
a repeat customer changes contact details
the team needs to correct a spelling or phone number
What to Keep Accurate
customer name
phone number
email address, if used
any operational notes your team genuinely needs
Good Practice
keep records clean and practical
avoid saving unnecessary personal information
update incorrect details as soon as the team notices them