Editing a customer’s details is an essential feature in any system that manages user information, as it ensures that records remain accurate, up-to-date, and reflective of the customer’s current situation. Over time, customers may change their phone numbers, email addresses, residential addresses, or even their names due to marriage or other legal reasons. Allowing administrators or customer support agents to update these details helps maintain data integrity, improves communication, and ensures that services are delivered efficiently without disruption. In financial or identity-sensitive platforms, incorrect information can lead to failed transactions, compliance issues, or even account lockouts.
For example, imagine if a customer mistakenly registers with a misspelled email address. Without the ability to edit this detail, they would not receive important updates, repayment reminders, or verification links, potentially leading to missed payments or delayed loan processing. By enabling staff to quickly update such errors after proper validation, the platform not only improves the customer experience but also strengthens trust and operational efficiency. Being able to promptly edit and document changes to customer information is also critical for audits, fraud prevention, and meeting legal requirements.
To edit your customer’s details, follow the steps below:
- Follow the steps here – in order to locate a user whose details you would like to edit.
- Click on the more options (three dots) button beside the “Send Message” button.
- Select “Edit Customer Details”
4. Edit the details you wish to edit in the modal and Click Submit
Also read: You can now assign account managers to your customers