How to update contact information

Sometimes you need to change your client's information. In this article we are going to show you how simple this is. 

Contacts Fields

Step 1. Go to the profile you want to edit 

At the middle of the page, you will view the Contacts Fields and Custom Fields for this user.

Step 2. In this case we want to change the email, therefore, we will select the Contacts Fields option. 

Step 3. Click the email address and an Edit contact Email box will appear. Once you edit the email, click Ok to save the changes made. 

In the Contact fields section, apart from the Contact information, you can view the Consent information, Channel subscriptions and List subscriptions.

Custom Fields

The data in these fields is information about the guest or client themselves. This information can come from bookings engines, pixel tracking, wifi portals, etc.

To view this information, click on the View Custom Fields option. Like the contact information, you will be able to edit these fields by clicking the field you want to edit. 

For ease of use we have added a search bar, this will help you find the custom field you are looking for without having to view all the tables.

If you want to add more custom fields check this guide. 

If you have any questions about custom fields, please do not hesitate to contact us.