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How to change a client's information
How to change a client's information

Here is the procedure to modify general information (email, telephone, date of birth, address)

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Edit the information associated with a client's account

  1. Click on the “contacts” tab and select the client for whom you wish to modify the information.

  2. On the ''overview'' tab, scroll down your page to general information.

  3. Click on the icon represented by the pencil and the sheet to make changes.


Modify customer name or file number

  1. Click on the icon to the right of the file number.

  2. A menu allowing you to change the information will open.

  3. Confirm changes.


Visibility for the client

The client file is only visible from a professional account.

On the other hand, the customer will only see (in his parameters):

  • Name

  • E-mail address

  • Date of birth


Email

For the customer to be able to connect to his account, the e-mail address used must be assigned to “main”.

The secondary e-mail is only used to write to him under another address.

If a username is in the main location, it's the username (not the e-mail) that the customer must use to connect to his account.

If you add an e-mail after you've created the account, you'll be able to “Resend invitation” to allow your customer to create their password and access their account.


Further information

  • In order for the client to be able to connect to his account, the email used must be assigned to “main”. The other e-mail is only used to write to them under another address.

  • To modify his information as a professional, click here.

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