View and edit customer account information.

The Account configurations menu groups this information into the following categories:

• Account details (view only)—General account information, including the account type, account ID, and creation date.
• Customers—Customer information, including name, document number, birth date, and gender.
• Phone numbers—Customer home (residential), work (commercial), and mobile numbers.
• Addresses—Customer address details, including the primary address and any additional addresses.
• Deposit products (debit accounts only)—List of deposit products attached to the account.

Customers

Review and edit customer information, including name, birth date, and marital status. Some information, such as the customer ID and document number, is read only and can't be changed.

For more information about customers on the Pismo platform, refer to the Core objects guide.

Edit a customer

To edit customer information, do the following:

1. On the account screen, select the account configurations icon, and select Customers.
2. Select Edit.
3. In the Edit details dialog, edit the customer information, and select SAVE.

Phone numbers

Add and edit customer home (residential), work (commercial), and mobile numbers.

Add a phone number

To add a phone number, do the following:

1. On the account screen, select the account configurations icon, and select Phone numbers.
2. Select Add.
3. In the Add new contact details dialog, configure the phone number details, and select SAVE.
   Note: The Extension field is optional.

Edit a phone number

To edit a phone number, do the following:

1. On the account screen, select the account configurations icon, and select Phone numbers.
2. Select Edit for the phone number you want to edit.
3. In the Edit details dialog, edit the phone number details, and select SAVE.
   Note: The Extension field is optional.

Addresses

Add and edit addresses, including residential, commercial, and other types. If there is more than one active address, you can do the following:

• Select one address to be the primary address
• Mark an address as inactive

Add an address

To add an address, do the following:

1. On the account screen, select the account configurations icon, and select Addresses.

2. Select Add.

3. In the Add a new address dialog, configure the address details, and select ADD.

   Notes:

   • The Number field refers to the building number of the address, not a phone number.
   • To set the address as the primary address for the customer, select the Set as the primary address toggle. This option is applicable only if there is more than one active address.

Edit an address

To edit an address, do the following:

1. On the account screen, select the account configurations icon, and select Addresses.

2. Select Edit.

3. Select the more options icon for the address you want to edit and select Edit.

4. In the Edit address details dialog, edit the address details, and select SAVE.

   Notes:

   • The Number field refers to the building number of the address, not a phone number.
   • To set the address as the primary address for the customer, select the Make this the primary address toggle. This option is applicable only if there is more than one active address.

If an address is no longer required, you can mark it as inactive.

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Marking an address as inactive

When you mark an address as inactive, you can't use it again. To use the address again, you must create a new one.

To mark an address as inactive, do the following:

1. On the account screen, select the account configurations icon, and select Addresses.
2. Select Edit.
3. Select the more options icon for the address you want to mark as inactive, and select Mark inactive.