How to update the contact information of a customer?

An agent can change/update the contact information of a customer from 2 locations. The customer information can be updated directly from the customer’s case details page or from the “Customers” page. 

If you have not subscribed to the Customers feature, you can update the customer information by following the steps mentioned below:

  1. Log in to your Resolution1 dashboard;
  2. Click Case > Details of Customer’s case;
  3. On the Customer card click Edit;
  4. You will see a popup with the Customer Information;
  5. Change/Update the Customer’s information;
  6. Click Save.

If you have subscribed to the Customers feature, you can update the customer information by following the steps mentioned below:

  1. Log in to your Resolution1 dashboard;
  2. Click Customers;
  3. Search for Customer record by Name, or Email;
  4. Click Edit on the Customer record;
  5. You will see a popup with the Customer Information;
  6. Change/Update the Customer’s information;
  7. Click Save.