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Update a customer's contact information

You can edit a customer's contact information in their contact profile.

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Written by Stephanie Desveaux
Updated over a month ago

To update a customer's contact information, follow the steps below:

  1. Click SCV, then click Search contact.

  2. In the search bar, search for the contact's name or email address.

  3. Click the Display Contact Profile icon.

  4. Click Profile, then click Contact Details.

  5. Click Edit, you can change the following details:

    • Profile picture.

    • Title.

    • Full name (First Name, Last Name)

    • Phone number.

    • Email address.

    • DOB.

    • Addresses.

    • For enterprise, you can also change the corporate ID and job title.

  6. Click Update.

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