Account information in Control Center is divided into the following categories:

• Account details (view only)—General account information, including its type, Pismo ID, and creation date.
• Customers —Customer information, including Pismo ID, document number, birth date, and gender.
• Phone numbers—Customer's residential, commercial, and mobile phone 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.

Use the Account configurations menu to view and modify this information.

Customer information

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

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

Review and edit a customer's residential, commercial, and mobile phone numbers.

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Adding or editing a phone number with a type that already exists replaces the current active number for that type.

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

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

• Select one address to be the primary address.
• Mark an address as inactive (this change cannot be undone).

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.
   Note: The Number field refers to the building number of the address, not a phone number.
   Note: 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.
   Note: The Number field refers to the building number of the address, not a phone number.
   Note: 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 won't be able to use it again. If you need 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.