Change contact details

Updating a customer's contact details ensures that your company's records are correct, and that the customer receives invoices, statements, notifications and other documents.

This task explains how to change contact details.

  1. Search for the account that you want to update, then double-click the account in the search results.
    The Account summary page is displayed.
  2. On the Account Menu Tree, click the Disclosure triangle to the left of Account, then click Contact Details.
    The Contact Details page appears and displays the customer's contact information.
  3. Update the information as required. To update an address or phone number, do the following:
    1. Click More... next to the Phone Number or Address fields.
      The Contact Details window is displayed.
    2. Update the required information and click Save.
      The Contact Details page is displayed.
  4. Click Save when you have updated all required information on the Contact Details page.