How to update a customer

Step 1: Log In

Sign into Management Dashboard with your email and password

Step 2: Service Points

Click on ServicePoints under the Service Points section on the menu pane. You can search for a service point via:

• Customer Number

• Account Number

• Service Point Number

• Geo Code

• Meter Number

Step 3: Selection of customer

If you wish to update the contact of a customer, you can either select them from the list or you can search for them and select them from the search results.

Step 4: Update Contact

If you wish to update the contact of a customer, click on Update Customer to see a list of options and select Update contact from the list of options you see.

Step 5: Update Contact Information

Provide the details to update customer contact information.Provide the following information:

• Customer information

  • Primary Phone Number(*)

  • Extra Phone Number 1

  • Extra Phone Number 2

  • Email Address

• Payee information

  • Full Name

  • Phone Number(*)

  • Extra Phone Number 1

  • Extra Phone Number 2

  • Email Address

• Update Reason

  • The user must provide a reason for why he or she is making changes to a customer’s contact.

Fields with asterisk(*) are compulsory.

Click on save changes.