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Modifying the Contact Details of an Active
Customer
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Contact
1. Email: Enter the primary email address of the customer.
2. Number: Enter the phone number of the customer.
3. Contact Emails: Click + Add to add additional email addresses. You can save email addresses under Home, Office, and Other categories.
· TYPE: Select a value from the drop-down list. The values are: Home, Office, and Other. Note that these values are system defined.
· EMAIL: Enter the email address of the customer. This field is mandatory.
· Click 
to save the record or click 
to cancel.
· After you save the record, a 
icon appears adjacent to the email address in
the table. Click this icon to edit the email address or the type of email
address.
· To delete the saved email address, hover your mouse over the email address
and click 
. In the Delete Contact Email pop-up screen, click 
to delete
or click 
to cancel the operation.
4. Address: Click + Add to add postal address of the customer.
· Type: Select a value from the drop-down list. The values are: Home, Office, and Other. You can save the postal address of the customer under relevant categories.
· Field 1, 2, and 3: Enter the address in these fields. Note that Field 1 is mandatory.
· City: Enter the city. This field is mandatory.
· State: Enter the state. This field is mandatory.
· Country: Select a value from the drop-down list. This field is mandatory. Note that the values in the drop-down list are system defined.
· Pin Code: Enter the pin code.
· Click 
to save the details or click 
to cancel.
5. Click 
to navigate to the Home tab, click 
to save the details, or click 
to
cancel.