Update a customer’s contact information

1. Find the right record#

Open Contacts and select the customer. Match their phone number or email before making a change.

2. Correct the contact field#

In the contact details, find First name, Last name, Email or Phone. Replace the incorrect value with the information the customer confirmed. A note about a new email does not update the Email field.

3. Save and check#

Select Save at the bottom of the contact details. Reopen the record and check that the corrected value remains.

Example: A mistyped email#

A customer says a letter is missing from their email address. Read the corrected address back to them, update Email on their existing record, and save. Keep their history together instead of making a second contact.

If the change will not save#

• Read any field error and check the email or phone format.
• Confirm you opened the correct customer and business.
• If the field is read-only or Save is unavailable, ask your usual Hanna Group contact to check your editing access.

Leave consent settings and unfamiliar fields unchanged. Correcting contact information does not grant permission to send marketing messages.