Update Customer Information

  • 27/08/2023
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In some circumstances, you may want to edit/update customer information. This post will guide you how to update customer data in NestDesk. Let’s get started now!

How to update customer information

First off, make sure you’ve already logged into NestDesk. If you don’t have a NestDesk account, please create a new one here.

Update customer information during the conversation 

  1. Navigate to Conversation, choose one conversation that you want to edit customer’s information
  2. Click on Edit information button > update information as you want 
  3. Click on Save button 
Edit customer information

Update update customer data in your customer list 

  1. From the main Dashboard, go to Customer
  2. Search for Customer’s name that you want to update its information
  3. Click on Edit / Add information button right next to customer’s name
Customer profile page in NestDesk
  1. Insert the information that you wanted to change / update
  2. Click Save button 

Note: When you edit/update customer data in NestDesk, all setups will be updated in the corresponding customers in your Shopify store. 

Need any help?

If you need any assistance with NestDesk, feel free to contact us via live chat in-app or email [email protected].

Our support team is happy to help.


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