Within Teamwork Desk, you can edit a
customer's details from their individual
profile.
Select People from the
main navigation menu, then switch to
the Customers subsection. Click a
customer's name to open their profile.
Click Edit profile in
the customer profile's top right.
Scroll to the relevant detail you
want to update:
- General:
- Customer's photo
- First & last name
- Email address💡 Click Alternative email address to associate additional email addresses with this customer.
- Company
- Customer
Portal permissions
- Details:
- Job title, phone, mobile, address, and
notes.
- Social networks:
- Facebook, LinkedIn, or Twitter.
Hover over a field and click the pencil icon to edit. Update the
information, then click Save.
At the bottom of the customer's profile, you
can:
- Delete customer
- Resend welcome email for access to
the Customer
Portal
For more information, see: Working with the Customers
Area