> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.pivotal.app/_mcp/server.

# Edit customer details

Open any customer and click a field to edit it. Changes save on blur or `⌘+Enter`, and each write becomes an entry in the [activity feed](/product/customers/customer-history) with the old value, the new value, and who made the change. CRM-synced fields show a small sync icon and a tooltip naming the source.

## Field reference

| Field         | What it controls                                         | Notes                                                                                        |
| ------------- | -------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| `name`        | Display name across the app, search, reports             | Renaming does not change the `display_id` or any URLs                                        |
| `domain`      | Auto-linking of new contacts whose email matches         | Lower-case, no protocol. Multiple customers can share one domain (see below)                 |
| `owner`       | Default assignee for new tasks, Workbench "My customers" | Only workspace members can be set. Removed members fall back to the workspace owner          |
| `plan`        | Free-form label used by reports and filters              | Use a short set of values. Reports group by exact string                                     |
| `status`      | `active`, `at_risk`, `churned`, `archived`               | See [at risk and churned](/product/customers/at-risk-and-churned) for what each one triggers |
| `tags`        | Free-form labels for grouping                            | Type to create, click suggestions to reuse                                                   |
| `display_id`  | Numeric ID in the URL (`/customers/42`)                  | Read-only. Stable across renames and merges                                                  |
| Custom fields | Anything your workspace has configured                   | See [tags and metadata](/product/customers/tags-and-metadata)                                |

## Bulk edits

When you want to update plan, owner, or tags across many customers at once:

1. Open the **Customers** list.
2. Filter to the set you want to change. Use the Workbench [filters and views](/product/workbench/filters-and-views) if the filter is one you'll reuse.
3. Tick the header checkbox to select the visible page, or **Select all matching** for the full filter.
4. Click **Edit selected** in the toolbar. Pick the field, set the value, hit **Apply**.

The audit log records one entry per customer, not one per bulk action, so you can track who touched which record.

## The gotcha: locked fields from CRM sync

If a field has a sync icon, your [field mapping](/product/integrations/field-mapping) is overwriting it on every sync. Edit it in Pivotal and the CRM will stomp the value on its next run. Either fix it upstream in HubSpot or Stripe, or change the mapping for that field from **Sync** to **Sync once**.

## Related

* [Customer history](/product/customers/customer-history)
* [Tags and metadata](/product/customers/tags-and-metadata)
* [Field mapping](/product/integrations/field-mapping)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.