Usage
Customer account should be updated when:
- The customer needs to change his/her password for security reasons;
- The customer’s name or email address changes;
- The customer elects to subscribe to or unsubscribe from notification.
In addition, you might need to change customer custom fields’ values according to your conventions.
Path
Customers tab – Management
Procedure
Click the customer’s name in the searchable customers list. The customer detail view page will open. Press the Edit button. The customer record detail edit page will appear. From this point, the procedure is similar to creating a new account.
To save your changes, press the Submit button.
Tips
To save your support team’s time and minimize the risk of incorrect data, encourage your customers to keep their accounts up-to-date.
Next: Adding Notes