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Editing customers email addresses

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Hi

On Customers jobs I can't edit the customer's email address so have to put the customer in again

Jane

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Hi Jane

You can edit a customer's email address by clicking Connections and then View contacts or add contacts (see screenshot).

If you want to change the email, you can do this by adding a new contact and then deleting the old contact rather than creating a new customer from scratch.

We're also going to look at whether we reduce those steps a bit, watch this space...

Thanks

Lauren

View or edit email

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Hi Jane

We've now made it even easier to update an email for a connection, simply find your connection in the Connections screen, click View or edit contacts and then click the pencil icon.

Check out the video below to see how it's done.

Thanks
Lauren

Changing emails for a connection