4.3.1 Editing Contact Details of a Customer

You can add and edit the contact details of the customer, such as phone number, preferred time of calling, and the DND period.

To edit contact details of the customer:

1. Navigate to the Case Summary page.
2. In the Account widget, select the required account from account list.
   The details related to the selected account appear in the Account widget and Customer widget.
3. In the Customer widget, select the required customer name from the list.
4. Click <expand icon>.
   The Customer Details section appears.
5. In the Communication Details tab, click <edit icon> in the Phone section.
   The Phone dialog box appears.
6. In the Phone dialog box, click the following corresponding to existing contact numbers:
   • <View Icon>: To view the contact number.
   • <Edit Icon>: To edit the contact number and the preferences set.
   • <Delete Icon>: To delete the contact number.
7. Click <Plus icon> to add a new contact number.
8. Enter the required details.
9. Click OK.