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

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

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

  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).

  4. You will now be presented with the Customer Detail Page.

  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).

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

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

  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.

 

Figure 1: View Customer Record Link

 

 

Figure 2: Edit Customer Link

 

 

Figure 3: Edit Customer Details Modal