If you find out that a contact's information needs to be added or updated, you can manually make this update within TermSync if you are not utilizing the customer-file import to manage changes in your customer's contact information.
1. Navigate to the correlating customer by searching via the customer's name or ID.
2. Once you've clicked into your customer's account in TermSync, navigate to the Customer Details tab.
3. Within the Address Book board, you will see the information listed for any current contacts associated with the customer account.
a. If you are adding a new contact not currently listed, simply choose + Add a New Contact.
b. If you are updating an existing contact's name, phone number or job title, click the Edit icon on the far right.
c. If you are updating an existing contact's email address, please treat the update like a new customer.
Choose + Add a New Contact and then delete the old/outdated contact from TermSync once you're finished by choosing the Delete icon on the far right.
Please note if you attempt to edit a current contact's email address, TermSync will give you instructions for adding new instead of editing the current address.