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.
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