Edit contact information of a customer profile

How to edit contact information of a customer profile

Sometimes it may be justified to edit the customer profile to make corrections or add information. And contact information - email or mobile - is crucial for communication. You will need to enter the profile and access the detailed information. Learn how and keep contacts updated.

Search the customer

You can find the how-to search a customer tutorial here.

Contacts

In the detailed information click, “contacts.”

Select the contact you want to edit.

Edit

A form will appear, there you can make the necessary changes. Delete the actual contact and change it for the new one.

Save

Save the changes.

Last Updated: February 4, 2022Categories: Database - Manage customer data