How do I edit contact information?
This article will be a walk-through of the steps in adding/modifying details on appointment contact details.
Instructions
- Here is the view of the customer's profile page that lists various details about them and information on the appointment. In this example, we will need to add a phone number for D.B Cooper to click the blue pencil to open up the edit page.
2. On the profile edit page, we can change items in "Customer Information" and "Contact Information." In this example, D.B.'s number has been updated in the yellow box, and checked that this is his "Preferred" Number. After adding the number click the blue "Save" button.
3. After clicking the save button, it will take you back to the profile page, and it now shows the updated contact information as seen below in the yellow box:
