How do update customer contact info

The customer name/email can be updated in the Customer Master

Customer contact info is stored the Customer Master. Depending on your security group, you may not have permission to edit all details of the Customer Master. Get with your CRR or Billing Analyst if you cannot access these tools.

Follow these steps to update a contact:

  1. Launch Customer Mast
  2. Search for the customer (the search field defaults to customer number. To look up by customer name, select Customer Name from the dropdown)
  3. Locate the customer and click Hamburger > Address Number
  4. Click Edit on the address number
  5. Update the Name and Email for the address number and Save.Screenshot 2023-06-16 at 9.15.31 AM