Fundamentals

How to Edit Customer details on FieldTask?

Updated on 19 Feb 2026

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To edit the details of your customer, first go to Customers from the left sidebar.

FieldTask dashboard with Customers menu highlighted

Select the customer you want to edit and click the Edit button next to their name.

FieldTask customers list with edit actions available

Make the changes you want and click on Update to save the changes.

FieldTask edit customer page with customer details and locations section

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