Click the pencil on the customer page. In Edit customer information you change the name, date of birth, language, email, phone number and addresses, and you record permissions.
How to do it
- Open the customer and click the pencil at the top of the customer page.
- Choose the section on the left: Customer, Email, Phone number or Address.
- Fill in the fields:
| Section | Fields |
|---|---|
| Customer | First name, Last name, Company name, Date of birth, Language, gender (Unknown, Male, Female) |
| Email, Secondary email, Email permission | |
| Phone number | Phone number, Mobile number, Secondary phone number (with country code), SMS permission, Phone permission |
| Address | Primary address (Default): Street name, House number, Zip code, City, Country; Secondary address with the same fields; Mail permission; Home visit permission |
- Click Save. Click Cancel to close without saving.
Good to know
- Language decides in which language templates are sent to the customer.
- Every change is added to the customer's History. See Viewing a customer's change history.
- You see the second email address, phone number and address on the customer page after you click Show more information.
- If your organisation supplies customer data through an integration or upload, the next delivery overwrites your change in the portal. In that case, also change the data in your own system.