Update Contact Information

  1. Locate the contact you would like to update.

    Use the search bar to quickly locate a contact.

  2. Select Edit.

    Admin dashboard with an orange box around the Edit option for Alex Public.

  3. Make the necessary changes.

    Use the tabs at the top of the window to switch between General Information and Portal Information.

    Access to Portal
    Allows the contact to use Client360.
    Client Administrator Privileges
    Allows the contact access to the Admin portal.
    First Name
    The contact's given name.
    Last Name
    The contact's surname.
    Email
    The contact's email address. We recommend using an email address associated with the client.
    Title
    The contact's title with the client.
    Client Name
    The client or clients that the contact is associated with.
    Primary Client
    The client that appears by default when the contact logs in to Client360. If the contact is associated with only one client, that client is also the Primary Client.
    Business Phone
    The contact's business phone. The contact can use this number for multi-factor authentication with Client360 if it is a cell number.
    Mobile Phone
    The contact's mobile phone. The contact can use this number for multi-factor authentication with Client360 if it is a cell number.
    After Hours Phone
    The preferred number to use if an associate needs to communicate with the contact outside of normal business hours.
    Language
    The contact's preferred language.
    After Hours Contact
    Can we use the After Hours Phone number to contact this person?
    Time Zone
    The contact's time zone.
    Notifications
    Receive notifications from Client360.
    Show all inquiry of all contacts
    On the Inquiry Dashboard, show all Inquiries for the client or clients associated with the contact regardless of the person who created the Inquiry or the person listed as the contact.
    Show all sensitive comments and attachments
    Sensitive comments and attachments on Inquiries are not blocked.
    Client Name
    The client for which you are updating the product preferences. This field is only visible when a contact has more than one client.
    Publications
    Receive notifications when publications go live on Client360.
    Create Inquiry
    Allows the contact to create Inquiries for a product.
    Product
    The products available for the client.
    Service Interruptions
    Receive notifications about service interruptions for a product.

  4. Select Save.