- 18 Mar 2022
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Add and Edit Customer Contact Details
- Updated On 18 Mar 2022
- 1 Minute To Read
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Update your Customer contact information like their home address, email address, phone number, or Customer ID. This information is used to find and identify Customers in Gladly.
Update Customer contact information
- On the left side of the Customer's Profile, click into the field you want to edit and type in the new contact information in the Contact section. Contact details typically require:
- address
- email address
- phone number
Add new Customer Contact details
Click(plus icon) to add additional information like a different phone number or email address.
- Email address – Shows the Customer's email address. If they have multiple email addresses, clicking the Main label on an email address marks the email address as primary becomes the default "To" address.
- Phone numbers – Shows the Customer's phone number. Select the type of phone number you’ve added: Mobile, Office, or Other.
- Mobile numbers – If a phone number is tagged as Mobile and labeled as SMS, this number can be used to text the Customer. Because you can associate multiple phone numbers, select the Main label if it's also their primary means of phone contact.
- Mobile numbers – If a phone number is tagged as Mobile and labeled as SMS, this number can be used to text the Customer. Because you can associate multiple phone numbers, select the Main label if it's also their primary means of phone contact.
Delete a contact detail
If you find Customer information that’s incorrect or doesn’t apply anymore, you can delete that information from the Customer’s Profile.
- Click into the relevant field. Select and delete the information.
- Click anywhere outside the field to save it.
If you find that deleted information is automatically re-populating, this usually happens if the Customer Profile is linked and configured to sync with an external integration like Shopify. You may need to make the changes in the external integration to update the Customer Profile.