How do I update an existing customer record?

How do I update an existing customer record?

Watch this short video showing you how to update an existing customer record

Or read the instructions below:


To update an existing customer record an Agent needs to perform the following steps

Step 1

Navigate to the appropriate Switchboard brand portal in a web browser and select the "Customers" tab.

Step 2

Search for an existing customer record by following the steps described in the article Searching for an existing customer record.

Step 3

Once the correct customer records has been located, click on the "view" button located to the left-hand side of the customer record (See Figure 1).


Figure 1: View Customer Record Link

Step 4

You will now be presented with the Customer Detail Page.

Step 5

To edit the existing customer record, click on the "Edit Customer" button located in the Actions panel on the right-hand side of the page (See Figure 2).


Figure 2: Edit Customer Link

Step 6

You will now be presented with the Edit Customer Details Modal (See Figure 3).


Figure 3: Edit Customer Details Modal

Step 7

Update the appropriate field and click on the "Save Customer" button to store the changes.

Step 8

To cancel the updating of an existing customer record, click on the "Close" button, or on the 'X' button located on the top right-hand corner of the Modal.