Customer Information
Learn how to view and manage your company information and contact details in the customer portal.
Accurate customer information ensures smooth communication and proper service delivery. Update your contact details whenever changes occur to maintain seamless business operations.
Available Information Fields
Your customer information page contains the following fields. Some are editable while others are managed by the system.
| Field Name | Description | Type |
|---|---|---|
Company ID | Unique identifier for your company in the system | Auto-generated |
Company Name | Your company's legal business name | System managed |
Account Manager Name | Name of your assigned sales representative | Optional |
Account Manager Email | Email address of your sales representative | Optional |
Phone * | Primary contact phone number for your company | Required |
Website | Your company's website URL | Optional |
Number of Employees | Total number of employees in your organization | Optional |
Field Categories & Permissions
Understanding which fields you can edit helps you maintain accurate information efficiently.
Read-Only Fields
These fields are managed by the system and cannot be edited
- Company ID
- Company Name
Editable Fields
You can update these fields to keep your information current
- Account Manager Name
- Account Manager Email
- Phone
- Website
- Number of Employees
Required Fields
These fields must be completed for proper account functionality
- Phone
How to Update Information
Follow these steps to update your customer information:
- 1Navigate to Customer Dashboard → Customer Information
- 2Review your current information displayed in the form
- 3Update any editable fields (marked without lock icons)
- 4Ensure required fields (marked with red asterisks) are completed
- 5The system will automatically save your changes
- 6You'll receive a confirmation message when updates are successful
Employee Count Options
When updating your employee count, you can select from these predefined ranges:
1-10 employees
11-50 employees
51-200 employees
201-500 employees
501+ employees
Your customer information is protected and used responsibly:
- All data is encrypted and securely stored
- Contact information is used for account management and communication
- Account manager details help facilitate personalized service
- Phone numbers are used for important account notifications
- Website information helps us understand your business better
- Employee count assists in providing appropriate service levels
- Updates are logged for audit and security purposes
Didn't Get Your Answer?
Our support team is here to help you with any questions about customer information management.
Contact Support
Get help from our team
Get help from our team
Ready to Update Your Information?
Keep your customer information current to ensure smooth business operations and effective communication.