Customer information
You can edit some personal information for a customer in Control Center, such as their name, birth date, and marital status. However, other details are read only, such as the customer ID and document number.
For more information about customers on the Pismo platform, refer to the Core objects guide.
To edit customer information:
- On the Accounts overview, select Account configurations > Customers.
- Select Edit.
- Modify the values in any of the following fields.
- Name
- Printed name
- Social name
- Nickname
- Birth date
- Gender
- Mother's name
- Marital status
- Select Save.
Updated 5 days ago