Adding and editing a customer
From the customers list, click Add or open an existing customer. Easify Web uses a full-page form (not a popup). There is also a read-only details view when you open a customer without going into edit.
The form covers name and address, account settings, notes, and related details. Required fields match Easify Pro.
- The footer has Help on the left and Cancel / Save on the right.
- Cancel asks you to confirm if you have unsaved changes.
- Save writes the customer and returns to the list with that row selected.
- If you cannot edit, the form is read-only and Save is hidden.
[Desktop screenshot of the Easify Web customer editor (new customer). Light theme. Breadcrumb back to Customers. Title such as New customer. A single scrolling form with fields for name, address, postcode, phone, email, and account options. Sticky footer with Help on the left and Cancel plus a primary Save on the right. No real personal data; use Jane Example, 1 Sample Street, Leeds.]