Care Desktop: Update Customer Information

Provide details in the customer information form to help build a profile that enhances the customer experience.

  1. Click the customer name to open the customer information form.

      

    If the customer name is not available, Care desktop displays the customer email, or if neither are available the phone number. If no identifiable information is available, Care desktop displays the customer as Unknown Customer.

  2. Click Edit.

  3. Enter relevant customer information and click Save. Fields in Care desktop have a 2,000 character limit.

      

    If you modify a customer or request that another agent already changed, Care desktop displays a caution notification. Click Load to load their changes.

    To discard your changes and exit the form without saving, click Cancel.

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