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Updating the Client’s Contact Information (Phone Number)
Updating the Client’s Contact Information (Phone Number)
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a year ago

It is of utmost importance to maintain our clients’ information up-to-date in order to facilitate communication.

Here you have the steps for updating the Client’s Phone Number

  1. Click on the Pencil icon at the top of the Contact Information section or the Contact Info Tab

  2. You will then be directed to a page with the option to update the phone number and other contact information.

  3. Ensure to click on the 'Update Contact' tab once the necessary changes have been made so that the modified information is saved.

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