Overview

Examples of customer details that can be updated include:

• Customer name
• Contact information
• Address details
• Telephone number
• Email address
• Assessment type

Who can use this Feature?

Edit Customer (classic Portal):

• Admin

View Customer (new Portal. Not only grants):

• Standard + Estate Manager
• Admin
• Tech Admin

Open Customer Management in classic Portal

Log in to classic Portal.

On the landing page, the Customers tab displays all customer records currently held within the system.

Locate the Customer

Use the available search options to locate the customer record you want to update.

You can search by:

• Customer Name
• Contact Name
• Email Address

Once the customer has been found, select View/Edit.

Edit Customer Details

The Edit Customer window displays the customer information currently stored within the system.

Update the required fields as necessary. Depending on your requirements, this may include:

• Organisation
• Contact Person
• Address Line 1
• Address Line 2
• Address Line 3
• Town / City
• Post / Area Code
• Email Address
• Telephone Number
• Assessment Type

Save the Changes

After making the required updates, select Save any changes.

The system will save the updated customer information.

Confirm the Update

Once the save has completed successfully, a confirmation message is displayed.

The message confirms that the customer details have been updated within classic Portal.

Verify the Updated Information

After saving, return to the customer list if required and locate the updated customer record.

The customer list should now display the amended information.

Viewing the Changes in new Portal

Customer information is synchronised from classic Portal to new Portal.

Following synchronisation and refreshing the screen, the updated customer details become visible within new Portal.

The updated customer record can now be viewed throughout new Portal.

Notes

• Changes made in classic Portal are synchronised to new Portal.
• Updates may not appear instantly in new Portal and may require a short synchronisation period before they become visible.