Update Customer's Contacts

To ensure we have the most up-to-date information for your account, we would like to guide you through the process of updating your contact details

1. Accessing Customer Contacts:
   
   • Navigate to any of the following pages:
     • Inquiries > By Account > Contacts
     • Inquiries > By User > Contacts
     • Customer Drop Down Menu > "Contacts" Tab
     • Admin > Settings & Utilities > Mass Update > Contacts
2. Editing a Contact:
   
   • Enter the customer name in the search bar and click the down arrow to open the Customer Drop Down Menu.
   • Go to the "Contacts" tab.
   • Select the contact you want to edit, then click "Edit" to modify the chosen contact, or click "Add" to create a new contact.
   • You can mark the contact as primary and include it in your reminders if needed.
     
3. Deleting a Contact:
   
   • Select the "Delete" button for the inactive customer.
   • If the customer is not marked as inactive, you will receive an error message.

Please follow the steps below to update your contact information. If you have any questions or need further details, please contact our support team at [e-mail].